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 | $355,276 | $138,076+157.3% | $123,553+187.5% | $135,380+162.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $18,931 | $5,152+267.5% | $4,628+309.1% | $4,779+296.1% |
| Participant deferral / active EE | $9,773 | $6,800+43.7% | $6,426+52.1% | $5,609+74.2% |
| Admin fee / account holder | $211,422 | $10,917+1836.7% | $9,284+2177.2% | $10,828+1852.5% |