Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $258,703 | $160,059+61.6% | $140,019+84.8% | $135,379+91.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -0.89% | 911.44%-912.3pp | 651.15%-652.0pp | 519.79%-520.7pp |
| Employer contribution / active EE | $23,032 | $6,420+258.8% | $5,605+310.9% | $4,779+381.9% |
| Participant deferral / active EE | $20,892 | $7,641+173.4% | $6,927+201.6% | $5,609+272.5% |
| Admin fee / account holder | $13,235 | $13,328-0.7% | $10,705+23.6% | $10,828+22.2% |