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 | $867,572 | $138,114+528.2% | $125,391+591.9% | $134,545+544.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.50% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $3,673 | $5,246-30.0% | $4,816-23.7% | $4,742-22.5% |
| Participant deferral / active EE | $7,214 | $7,801-7.5% | $7,448-3.1% | $6,401+12.7% |
| Admin fee / account holder | $7,664 | $11,570-33.8% | $10,009-23.4% | $11,431-33.0% |