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 | $1,389,826 | $138,114+906.3% | $125,391+1008.4% | $134,545+933.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.20% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $13,466 | $5,246+156.7% | $4,816+179.6% | $4,742+184.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $228,747 | $11,570+1877.1% | $10,009+2185.5% | $11,431+1901.2% |