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 | $289,778 | $138,114+109.8% | $125,391+131.1% | $134,545+115.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.52% | 750.88%-759.4pp | 572.41%-580.9pp | 418.37%-426.9pp |
| Employer contribution / active EE | $22,386 | $5,246+326.7% | $4,816+364.8% | $4,742+372.1% |
| Participant deferral / active EE | $18,263 | $7,801+134.1% | $7,448+145.2% | $6,401+185.3% |
| Admin fee / account holder | $1,278 | $11,570-89.0% | $10,009-87.2% | $11,431-88.8% |