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 | $412,414 | $138,078+198.7% | $125,363+229.0% | $134,509+206.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.20% | 750.49%-770.7pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,494 | $5,245-52.5% | $4,815-48.2% | $4,741-47.4% |
| Participant deferral / active EE | $12,356 | $7,800+58.4% | $7,447+65.9% | $6,400+93.1% |
| Admin fee / account holder | $2,059 | $11,566-82.2% | $10,005-79.4% | $11,427-82.0% |