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 | $285,022 | $92,684+207.5% | $82,706+244.6% | $134,509+111.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.56% | 945.84%-958.4pp | 701.76%-714.3pp | 418.13%-430.7pp |
| Employer contribution / active EE | $4,307 | $3,272+31.6% | $3,007+43.2% | $4,741-9.1% |
| Participant deferral / active EE | $13,370 | $4,800+178.5% | $4,394+204.3% | $6,400+108.9% |
| Admin fee / account holder | $2,166 | $5,982-63.8% | $5,329-59.3% | $11,427-81.0% |