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 | $373,357 | $138,114+170.3% | $125,391+197.8% | $134,545+177.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.91% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $13,882 | $5,246+164.6% | $4,816+188.3% | $4,742+192.8% |
| Participant deferral / active EE | $12,553 | $7,801+60.9% | $7,448+68.5% | $6,401+96.1% |
| Admin fee / account holder | $8,412 | $11,570-27.3% | $10,009-16.0% | $11,431-26.4% |