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 | $470,530 | $135,645+246.9% | $110,243+326.8% | $135,380+247.6% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.3pp | 82.6%-4.1pp |
| Annual return | -5.31% | 513.24%-518.5pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $12,926 | $4,907+163.4% | $3,827+237.8% | $4,779+170.5% |
| Participant deferral / active EE | $16,492 | $5,507+199.5% | $4,672+253.0% | $5,609+194.0% |
| Admin fee / account holder | $18,125 | $11,458+58.2% | $8,548+112.0% | $10,828+67.4% |