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 | $253,029 | $138,102+83.2% | $125,381+101.8% | $134,532+88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.50% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,179 | $5,245-58.5% | $4,815-54.8% | $4,741-54.1% |
| Participant deferral / active EE | $7,095 | $7,801-9.1% | $7,448-4.7% | $6,401+10.8% |
| Admin fee / account holder | $4,371 | $11,568-62.2% | $10,007-56.3% | $11,429-61.8% |