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 | $313,921 | $167,362+87.6% | $143,799+118.3% | $134,532+133.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.71% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $19,825 | $5,620+252.7% | $4,952+300.3% | $4,741+318.1% |
| Participant deferral / active EE | $13,712 | $6,447+112.7% | $5,638+143.2% | $6,401+114.2% |
| Admin fee / account holder | $34,466 | $18,094+90.5% | $14,677+134.8% | $11,429+201.6% |