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 | $382,760 | $138,078+177.2% | $125,363+205.3% | $134,509+184.6% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.58% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $4,525 | $5,245-13.7% | $4,815-6.0% | $4,741-4.6% |
| Participant deferral / active EE | $14,014 | $7,800+79.7% | $7,447+88.2% | $6,400+119.0% |
| Admin fee / account holder | $2,701 | $11,566-76.6% | $10,005-73.0% | $11,427-76.4% |