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 | $269,382 | $138,114+95.0% | $125,391+114.8% | $134,545+100.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,106 | $5,246-40.8% | $4,816-35.5% | $4,742-34.5% |
| Participant deferral / active EE | $9,045 | $7,801+16.0% | $7,448+21.4% | $6,401+41.3% |
| Admin fee / account holder | $814 | $11,570-93.0% | $10,009-91.9% | $11,431-92.9% |