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 | $416,215 | $138,114+201.4% | $125,391+231.9% | $134,545+209.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.20% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $26,660 | $5,246+408.2% | $4,816+453.6% | $4,742+462.3% |
| Participant deferral / active EE | $19,482 | $7,801+149.7% | $7,448+161.6% | $6,401+204.3% |
| Admin fee / account holder | $55,756 | $11,570+381.9% | $10,009+457.1% | $11,431+387.8% |