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 | $498,009 | $138,102+260.6% | $125,381+297.2% | $134,532+270.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.87% | 750.73%-752.6pp | 572.31%-574.2pp | 418.27%-420.1pp |
| Employer contribution / active EE | $20,214 | $5,245+285.4% | $4,815+319.8% | $4,741+326.4% |
| Participant deferral / active EE | $11,205 | $7,801+43.6% | $7,448+50.4% | $6,401+75.1% |
| Admin fee / account holder | $2,052 | $11,568-82.3% | $10,007-79.5% | $11,429-82.0% |