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 | $336,044 | $135,645+147.7% | $110,243+204.8% | $135,380+148.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.59% | 513.24%-516.8pp | 314.76%-318.3pp | 519.81%-523.4pp |
| Employer contribution / active EE | $8,403 | $4,907+71.3% | $3,827+119.6% | $4,779+75.8% |
| Participant deferral / active EE | $7,512 | $5,507+36.4% | $4,672+60.8% | $5,609+33.9% |
| Admin fee / account holder | $18,615 | $11,458+62.5% | $8,548+117.8% | $10,828+71.9% |