Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $273,395 | $135,645+101.6% | $110,243+148.0% | $135,380+101.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.35% | 513.24%-513.6pp | 314.76%-315.1pp | 519.81%-520.2pp |
| Employer contribution / active EE | $2,113 | $4,907-56.9% | $3,827-44.8% | $4,779-55.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,150 | $11,458+40.9% | $8,548+88.9% | $10,828+49.1% |