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 | $430,228 | $138,114+211.5% | $125,391+243.1% | $134,545+219.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $22,518 | $5,246+329.2% | $4,816+367.6% | $4,742+374.9% |
| Participant deferral / active EE | $16,243 | $7,801+108.2% | $7,448+118.1% | $6,401+153.7% |
| Admin fee / account holder | $3,027 | $11,570-73.8% | $10,009-69.8% | $11,431-73.5% |