Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,397,145 | $138,114+911.6% | $125,391+1014.2% | $134,545+938.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.34% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $18,015 | $5,246+243.4% | $4,816+274.1% | $4,742+279.9% |
| Participant deferral / active EE | $26,000 | $7,801+233.3% | $7,448+249.1% | $6,401+306.2% |
| Admin fee / account holder | $13,583 | $11,570+17.4% | $10,009+35.7% | $11,431+18.8% |