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 | $428,478 | $138,114+210.2% | $125,391+241.7% | $134,545+218.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.98% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $28,163 | $5,246+436.8% | $4,816+484.8% | $4,742+494.0% |
| Participant deferral / active EE | $17,131 | $7,801+119.6% | $7,448+130.0% | $6,401+167.6% |
| Admin fee / account holder | $4,255 | $11,570-63.2% | $10,009-57.5% | $11,431-62.8% |