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 | $538,886 | $152,597+253.1% | $117,533+358.5% | $134,532+300.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 53.04%-73.1pp | 29.77%-49.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $14,070 | $5,576+152.3% | $4,179+236.7% | $4,741+196.8% |
| Participant deferral / active EE | $8,833 | $4,821+83.2% | $4,072+116.9% | $6,401+38.0% |
| Admin fee / account holder | $7,788 | $7,007+11.2% | $5,647+37.9% | $11,429-31.9% |