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 | $604,207 | $180,459+234.8% | $154,108+292.1% | $135,380+346.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $35,636 | $6,035+490.5% | $5,298+572.7% | $4,779+645.7% |
| Participant deferral / active EE | $20,648 | $5,806+255.6% | $5,081+306.4% | $5,609+268.1% |
| Admin fee / account holder | $1,472 | $16,145-90.9% | $13,411-89.0% | $10,828-86.4% |