Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $611,667 | $138,075+343.0% | $123,552+395.1% | $135,379+351.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.59% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $23,423 | $5,152+354.7% | $4,628+406.1% | $4,779+390.1% |
| Participant deferral / active EE | $11,977 | $6,800+76.2% | $6,426+86.4% | $5,609+113.5% |
| Admin fee / account holder | $45,950 | $10,917+320.9% | $9,285+394.9% | $10,828+324.4% |