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 | $471,070 | $138,076+241.2% | $123,553+281.3% | $135,380+248.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.33% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $8,313 | $5,152+61.4% | $4,628+79.6% | $4,779+73.9% |
| Participant deferral / active EE | $14,721 | $6,800+116.5% | $6,426+129.1% | $5,609+162.4% |
| Admin fee / account holder | $8,657 | $10,917-20.7% | $9,284-6.8% | $10,828-20.1% |