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 | $328,460 | $168,635+94.8% | $147,617+122.5% | $125,389+162.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.30% | 77.65%-79.9pp | 61.98%-64.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,183 | $6,252-49.1% | $5,564-42.8% | $4,866-34.6% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $2,673 | $13,580-80.3% | $11,612-77.0% | $9,541-72.0% |