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 | $251,658 | $88,603+184.0% | $69,890+260.1% | $134,545+87.0% |
| Participation rate | 86.7% | 74.9%+11.7pp | 70.5%+16.2pp | 81.2%+5.4pp |
| Annual return | -18.70% | 442.93%-461.6pp | 190.84%-209.5pp | 418.37%-437.1pp |
| Employer contribution / active EE | $5,780 | $3,236+78.6% | $2,560+125.7% | $4,742+21.9% |
| Participant deferral / active EE | $8,065 | $4,771+69.0% | $3,848+109.6% | $6,401+26.0% |
| Admin fee / account holder | $22,741 | $10,443+117.8% | $6,267+262.9% | $11,431+98.9% |