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 | $415,744 | $95,975+333.2% | $74,552+457.7% | $135,382+207.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.94% | 56.96%-60.9pp | 32.53%-36.5pp | 519.77%-523.7pp |
| Employer contribution / active EE | $19,667 | $2,716+624.1% | $1,961+902.9% | $4,779+311.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,141 | $6,522-82.5% | $5,060-77.4% | $10,829-89.5% |