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 | $300,839 | $180,459+66.7% | $154,108+95.2% | $135,380+122.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $29,200 | $6,035+383.8% | $5,298+451.2% | $4,779+511.0% |
| Participant deferral / active EE | $22,650 | $5,806+290.1% | $5,081+345.8% | $5,609+303.8% |
| Admin fee / account holder | $339,806 | $16,145+2004.7% | $13,411+2433.7% | $10,828+3038.2% |