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 | $328,310 | $138,102+137.7% | $125,381+161.8% | $134,532+144.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.55% | 750.73%-763.3pp | 572.31%-584.9pp | 418.27%-430.8pp |
| Employer contribution / active EE | $7,326 | $5,245+39.7% | $4,815+52.1% | $4,741+54.5% |
| Participant deferral / active EE | $13,781 | $7,801+76.7% | $7,448+85.0% | $6,401+115.3% |
| Admin fee / account holder | $737 | $11,568-93.6% | $10,007-92.6% | $11,429-93.6% |