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 | $270,795 | $160,059+69.2% | $140,019+93.4% | $135,380+100.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.76% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $19,114 | $7,641+150.2% | $6,927+175.9% | $5,609+240.8% |
| Admin fee / account holder | $51,319 | $13,328+285.0% | $10,705+379.4% | $10,828+373.9% |