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 | $561,136 | $90,617+519.2% | $79,476+606.0% | $135,382+314.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 977.57%-983.4pp | 718.21%-724.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $24,671 | $3,068+704.2% | $2,800+781.0% | $4,779+416.3% |
| Participant deferral / active EE | $8,224 | $4,050+103.0% | $3,704+122.0% | $5,609+46.6% |
| Admin fee / account holder | $3,924 | $5,907-33.6% | $5,113-23.3% | $10,829-63.8% |