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 | $321,168 | $138,114+132.5% | $125,391+156.1% | $134,545+138.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.81% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $18,111 | $5,246+245.2% | $4,816+276.1% | $4,742+282.0% |
| Participant deferral / active EE | $9,816 | $7,801+25.8% | $7,448+31.8% | $6,401+53.3% |
| Admin fee / account holder | $1,597 | $11,570-86.2% | $10,009-84.0% | $11,431-86.0% |