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 | $305,914 | $99,647+207.0% | $86,439+253.9% | $134,509+127.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 6784.13%-6799.8pp | 4395.55%-4411.2pp | 418.13%-433.8pp |
| Employer contribution / active EE | $7,349 | $4,401+67.0% | $3,769+95.0% | $4,741+55.0% |
| Participant deferral / active EE | $6,399 | $7,246-11.7% | $6,952-7.9% | $6,4000% |
| Admin fee / account holder | $2,534 | $8,373-69.7% | $6,732-62.4% | $11,427-77.8% |