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 | $888,053 | $138,078+543.2% | $125,363+608.4% | $134,509+560.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.08% | 750.49%-764.6pp | 572.15%-586.2pp | 418.13%-432.2pp |
| Employer contribution / active EE | $33,257 | $5,245+534.1% | $4,815+590.7% | $4,741+601.6% |
| Participant deferral / active EE | $14,442 | $7,800+85.2% | $7,447+93.9% | $6,400+125.6% |
| Admin fee / account holder | $37,850 | $11,566+227.3% | $10,005+278.3% | $11,427+231.2% |