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 | $291,026 | $138,102+110.7% | $125,381+132.1% | $134,532+116.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.38% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $6,400 | $5,245+22.0% | $4,815+32.9% | $4,741+35.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,581 | $11,568-86.3% | $10,007-84.2% | $11,429-86.2% |