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 | $296,337 | $90,607+227.1% | $79,467+272.9% | $135,380+118.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 977.74%-981.2pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $9,120 | $3,068+197.3% | $2,800+225.7% | $4,779+90.8% |
| Participant deferral / active EE | $10,248 | $4,050+153.0% | $3,704+176.7% | $5,609+82.7% |
| Admin fee / account holder | $1,772 | $5,895-69.9% | $5,104-65.3% | $10,828-83.6% |