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 | $876,655 | $138,078+534.9% | $125,363+599.3% | $134,509+551.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.89% | 750.49%-768.4pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $2,048 | $5,245-60.9% | $4,815-57.5% | $4,741-56.8% |
| Participant deferral / active EE | $10,863 | $7,800+39.3% | $7,447+45.9% | $6,400+69.7% |
| Admin fee / account holder | $8,000 | $11,566-30.8% | $10,005-20.0% | $11,427-30.0% |