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 | $440,749 | $138,102+219.1% | $125,381+251.5% | $134,532+227.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.84% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $21,330 | $5,245+306.6% | $4,815+343.0% | $4,741+349.9% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,090 | $11,568-90.6% | $10,007-89.1% | $11,429-90.5% |