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 | $282,235 | $167,362+68.6% | $143,799+96.3% | $134,532+109.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.49% | 0.47%-16.0pp | -0.04%-15.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $24,216 | $5,620+330.9% | $4,952+389.0% | $4,741+410.8% |
| Participant deferral / active EE | $15,125 | $6,447+134.6% | $5,638+168.2% | $6,401+136.3% |
| Admin fee / account holder | $1,496 | $18,094-91.7% | $14,677-89.8% | $11,429-86.9% |