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 | $302,309 | $92,766+225.9% | $82,763+265.3% | $134,545+124.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.50% | 946.97%-965.5pp | 702.45%-720.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $12,644 | $3,273+286.3% | $3,008+320.3% | $4,742+166.7% |
| Participant deferral / active EE | $15,956 | $4,802+232.3% | $4,395+263.0% | $6,401+149.3% |
| Admin fee / account holder | $9,270 | $5,978+55.1% | $5,325+74.1% | $11,431-18.9% |