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 | $363,117 | $133,981+171.0% | $112,249+223.5% | $134,532+169.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $9,795 | $4,040+142.5% | $3,636+169.4% | $4,741+106.6% |
| Participant deferral / active EE | $6,947 | $5,292+31.3% | $4,729+46.9% | $6,401+8.5% |
| Admin fee / account holder | $1,164 | $7,492-84.5% | $6,412-81.9% | $11,429-89.8% |