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 | $349,851 | $190,879+83.3% | $160,009+118.6% | $134,532+160.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.49% | 552.63%-569.1pp | 408.85%-425.3pp | 418.27%-434.8pp |
| Employer contribution / active EE | $32,000 | $4,995+540.7% | $4,225+657.4% | $4,741+575.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,634 | $10,495-74.9% | $8,715-69.8% | $11,429-77.0% |