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 | $323,034 | $75,962+325.3% | $154,108+109.6% | $64,173+403.4% |
| Participation rate | 98.5% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | -2.09% | 30.32%-32.4pp | 735.21%-737.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $8,016 | $3,350+139.3% | $5,298+51.3% | $2,381+236.7% |
| Participant deferral / active EE | $6,280 | $3,175+97.8% | $5,081+23.6% | $3,470+81.0% |
| Admin fee / account holder | $10,399 | $5,589+86.1% | $13,411-22.5% | $4,887+112.8% |