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 | $825,121 | $92,743+789.7% | $82,744+897.2% | $134,532+513.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 946.63%-958.7pp | 702.22%-714.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $44,306 | $3,273+1253.8% | $3,008+1372.9% | $4,741+834.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,398 | $5,977+23.8% | $5,325+38.9% | $11,429-35.3% |