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 | $293,910 | $138,114+112.8% | $125,391+134.4% | $134,545+118.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.82% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $18,357 | $5,246+249.9% | $4,816+281.2% | $4,742+287.2% |
| Participant deferral / active EE | $16,161 | $7,801+107.2% | $7,448+117.0% | $6,401+152.5% |
| Admin fee / account holder | $1,393 | $11,570-88.0% | $10,009-86.1% | $11,431-87.8% |