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 | $269,359 | $75,962+254.6% | $154,108+74.8% | $64,173+319.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.21%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $15,306 | $3,350+356.9% | $5,298+188.9% | $2,381+542.9% |
| Participant deferral / active EE | $9,302 | $3,175+193.0% | $5,081+83.1% | $3,470+168.1% |
| Admin fee / account holder | $101,716 | $5,589+1720.0% | $13,411+658.4% | $4,887+1981.2% |