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 | $404,713 | $160,059+152.9% | $140,019+189.0% | $135,382+198.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.83% | 911.44%-920.3pp | 651.15%-660.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $16,317 | $6,420+154.2% | $5,605+191.1% | $4,779+241.4% |
| Participant deferral / active EE | $15,183 | $7,641+98.7% | $6,927+119.2% | $5,609+170.7% |
| Admin fee / account holder | $56,316 | $13,328+322.5% | $10,705+426.1% | $10,829+420.1% |