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 | $304,738 | $138,076+120.7% | $123,553+146.6% | $135,380+125.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.01% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $7,845 | $5,152+52.3% | $4,628+69.5% | $4,779+64.2% |
| Participant deferral / active EE | $13,360 | $6,800+96.5% | $6,426+107.9% | $5,609+138.2% |
| Admin fee / account holder | $7,837 | $10,917-28.2% | $9,284-15.6% | $10,828-27.6% |