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 | $346,459 | $138,114+150.8% | $125,391+176.3% | $134,545+157.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.95% | 750.88%-762.8pp | 572.41%-584.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $3,295 | $5,246-37.2% | $4,816-31.6% | $4,742-30.5% |
| Participant deferral / active EE | $11,660 | $7,801+49.5% | $7,448+56.5% | $6,401+82.1% |
| Admin fee / account holder | $95,092 | $11,570+721.9% | $10,009+850.1% | $11,431+731.9% |