Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,346 | $168,635+127.3% | $147,617+159.7% | $125,389+205.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.79% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $14,404 | $6,252+130.4% | $5,564+158.9% | $4,866+196.0% |
| Participant deferral / active EE | $8,207 | $5,507+49.0% | $4,895+67.6% | $5,352+53.4% |
| Admin fee / account holder | $3,154 | $13,580-76.8% | $11,612-72.8% | $9,541-66.9% |