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 | $625,411 | $138,114+352.8% | $125,391+398.8% | $134,545+364.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.01% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $25,625 | $5,246+388.5% | $4,816+432.1% | $4,742+440.4% |
| Participant deferral / active EE | $3,550 | $7,801-54.5% | $7,448-52.3% | $6,401-44.5% |
| Admin fee / account holder | $305 | $11,570-97.4% | $10,009-97.0% | $11,431-97.3% |