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 | $455,269 | $138,068+229.7% | $125,358+263.2% | $134,493+238.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.31% | 750.30%-764.6pp | 572.03%-586.3pp | 418.01%-432.3pp |
| Employer contribution / active EE | $5,125 | $5,244-2.3% | $4,814+6.5% | $4,740+8.1% |
| Participant deferral / active EE | $17,442 | $7,799+123.6% | $7,447+134.2% | $6,400+172.5% |
| Admin fee / account holder | $63,789 | $11,568+451.4% | $10,007+537.4% | $11,425+458.3% |