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 | $435,939 | $97,732+346.1% | $83,831+420.0% | $135,380+222.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.33% | 1287.56%-1289.9pp | 850.99%-853.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $4,805 | $4,222+13.8% | $3,631+32.3% | $4,779+0.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,083 | $6,675+21.1% | $5,479+47.5% | $10,828-25.3% |