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 | $252,322 | $97,732+158.2% | $83,831+201.0% | $135,380+86.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.69% | 1287.56%-1293.2pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,979 | $4,222-5.8% | $3,631+9.6% | $4,779-16.7% |
| Participant deferral / active EE | $10,700 | $4,683+128.5% | $4,082+162.1% | $5,609+90.8% |
| Admin fee / account holder | $25,721 | $6,675+285.4% | $5,479+369.5% | $10,828+137.5% |