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 | $375,218 | $138,078+171.7% | $125,363+199.3% | $134,509+179.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.01% | 750.49%-756.5pp | 572.15%-578.2pp | 418.13%-424.1pp |
| Employer contribution / active EE | $10,542 | $5,245+101.0% | $4,815+119.0% | $4,741+122.4% |
| Participant deferral / active EE | $5,711 | $7,800-26.8% | $7,447-23.3% | $6,400-10.8% |
| Admin fee / account holder | $89,452 | $11,566+673.4% | $10,005+794.0% | $11,427+682.8% |