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 | $414,584 | $92,684+347.3% | $82,706+401.3% | $134,509+208.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.38% | 945.84%-953.2pp | 701.76%-709.1pp | 418.13%-425.5pp |
| Employer contribution / active EE | $8,895 | $3,272+171.9% | $3,007+195.8% | $4,741+87.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,244 | $5,982+188.3% | $5,329+223.6% | $11,427+50.9% |