Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $266,441 | $75,832+251.4% | $147,617+80.5% | $59,633+346.8% |
| Participation rate | 86.5% | 71.6%+15.0pp | 84.6%+1.9pp | 68.7%+17.9pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $8,733 | $3,485+150.6% | $5,564+56.9% | $2,203+296.5% |
| Participant deferral / active EE | $5,272 | $3,131+68.4% | $4,895+7.7% | $3,192+65.2% |
| Admin fee / account holder | $9,946 | $5,986+66.2% | $11,612-14.3% | $4,297+131.5% |