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 | $466,054 | $138,076+237.5% | $123,553+277.2% | $135,380+244.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $19,474 | $5,152+278.0% | $4,628+320.8% | $4,779+307.5% |
| Participant deferral / active EE | $13,353 | $6,800+96.4% | $6,426+107.8% | $5,609+138.1% |
| Admin fee / account holder | $11,769 | $10,917+7.8% | $9,284+26.8% | $10,828+8.7% |