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 | $276,719 | $138,075+100.4% | $123,552+124.0% | $135,379+104.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $5,000 | $5,152-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $15,967 | $6,800+134.8% | $6,426+148.5% | $5,609+184.7% |
| Admin fee / account holder | $2,620 | $10,917-76.0% | $9,285-71.8% | $10,828-75.8% |