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 | $313,337 | $138,075+126.9% | $123,552+153.6% | $135,379+131.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.52% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $11,229 | $5,152+118.0% | $4,628+142.6% | $4,779+135.0% |
| Participant deferral / active EE | $7,578 | $6,800+11.4% | $6,426+17.9% | $5,609+35.1% |
| Admin fee / account holder | $834 | $10,917-92.4% | $9,285-91.0% | $10,828-92.3% |