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 | $527,759 | $138,068+282.2% | $125,358+321.0% | $134,493+292.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.48% | 750.30%-767.8pp | 572.03%-589.5pp | 418.01%-435.5pp |
| Employer contribution / active EE | $24,043 | $5,244+358.5% | $4,814+399.4% | $4,740+407.2% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $983 | $11,568-91.5% | $10,007-90.2% | $11,425-91.4% |