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 | $373,821 | $97,732+282.5% | $83,831+345.9% | $135,380+176.1% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -7.17% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $12,278 | $4,222+190.8% | $3,631+238.1% | $4,779+156.9% |
| Participant deferral / active EE | $10,376 | $4,683+121.6% | $4,082+154.2% | $5,609+85.0% |
| Admin fee / account holder | $9,717 | $6,675+45.6% | $5,479+77.4% | $10,828-10.3% |