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 | $442,796 | $160,059+176.6% | $140,019+216.2% | $135,380+227.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.63% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $24,802 | $6,420+286.4% | $5,605+342.5% | $4,779+419.0% |
| Participant deferral / active EE | $13,731 | $7,641+79.7% | $6,927+98.2% | $5,609+144.8% |
| Admin fee / account holder | $3,071 | $13,328-77.0% | $10,705-71.3% | $10,828-71.6% |