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 | $328,635 | $138,076+138.0% | $123,553+166.0% | $135,380+142.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.36% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $7,776 | $5,152+50.9% | $4,628+68.0% | $4,779+62.7% |
| Participant deferral / active EE | $8,255 | $6,800+21.4% | $6,426+28.5% | $5,609+47.2% |
| Admin fee / account holder | $12,103 | $10,917+10.9% | $9,284+30.4% | $10,828+11.8% |