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 | $331,256 | $138,072+139.9% | $123,549+168.1% | $135,382+144.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.00% | 153.69%-156.7pp | 119.20%-122.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $18,329 | $5,152+255.8% | $4,628+296.1% | $4,779+283.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,858 | $10,917-83.0% | $9,284-80.0% | $10,829-82.8% |