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 | $389,163 | $138,102+181.8% | $125,381+210.4% | $134,532+189.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.28% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $5,499 | $5,245+4.8% | $4,815+14.2% | $4,741+16.0% |
| Participant deferral / active EE | $20,134 | $7,801+158.1% | $7,448+170.3% | $6,401+214.5% |
| Admin fee / account holder | $1,704 | $11,568-85.3% | $10,007-83.0% | $11,429-85.1% |