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 | $365,649 | $138,078+164.8% | $125,363+191.7% | $134,509+171.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.18% | 750.49%-763.7pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $7,924 | $5,245+51.1% | $4,815+64.6% | $4,741+67.1% |
| Participant deferral / active EE | $11,719 | $7,800+50.2% | $7,447+57.4% | $6,400+83.1% |
| Admin fee / account holder | $8,055 | $11,566-30.4% | $10,005-19.5% | $11,427-29.5% |