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 | $343,842 | $138,078+149.0% | $125,363+174.3% | $134,509+155.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.35% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $25,110 | $5,245+378.8% | $4,815+421.5% | $4,741+429.7% |
| Participant deferral / active EE | $19,400 | $7,800+148.7% | $7,447+160.5% | $6,400+203.1% |
| Admin fee / account holder | $1,359 | $11,566-88.2% | $10,005-86.4% | $11,427-88.1% |