Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $400,357 | $138,068+190.0% | $125,358+219.4% | $134,493+197.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.74% | 750.30%-767.0pp | 572.03%-588.8pp | 418.01%-434.8pp |
| Employer contribution / active EE | $3,105 | $5,244-40.8% | $4,814-35.5% | $4,740-34.5% |
| Participant deferral / active EE | $5,679 | $7,799-27.2% | $7,447-23.7% | $6,400-11.3% |
| Admin fee / account holder | $25,875 | $11,568+123.7% | $10,007+158.6% | $11,425+126.5% |