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 | $283,476 | $138,102+105.3% | $125,381+126.1% | $134,532+110.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.66% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $18,203 | $5,245+247.0% | $4,815+278.0% | $4,741+283.9% |
| Participant deferral / active EE | $24,775 | $7,801+217.6% | $7,448+232.6% | $6,401+287.0% |
| Admin fee / account holder | $9,814 | $11,568-15.2% | $10,007-1.9% | $11,429-14.1% |