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 | $304,099 | $138,114+120.2% | $125,391+142.5% | $134,545+126.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $11,204 | $5,246+113.6% | $4,816+132.7% | $4,742+136.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,857 | $11,570-66.7% | $10,009-61.5% | $11,431-66.3% |