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 | $473,844 | $138,102+243.1% | $125,381+277.9% | $134,532+252.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.83% | 750.73%-763.6pp | 572.31%-585.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $9,483 | $5,245+80.8% | $4,815+96.9% | $4,741+100.0% |
| Participant deferral / active EE | $11,003 | $7,801+41.1% | $7,448+47.7% | $6,401+71.9% |
| Admin fee / account holder | $1,653 | $11,568-85.7% | $10,007-83.5% | $11,429-85.5% |