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 | $901,294 | $160,059+463.1% | $140,019+543.7% | $135,379+565.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.42% | 911.44%-917.9pp | 651.15%-657.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $24,362 | $6,420+279.5% | $5,605+334.6% | $4,779+409.8% |
| Participant deferral / active EE | $13,081 | $7,641+71.2% | $6,927+88.9% | $5,609+133.2% |
| Admin fee / account holder | $7,926 | $13,328-40.5% | $10,705-26.0% | $10,828-26.8% |