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 | $345,432 | $106,551+224.2% | $91,225+278.7% | $134,532+156.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.20% | 160.78%-178.0pp | 114.12%-131.3pp | 418.27%-435.5pp |
| Employer contribution / active EE | $8,747 | $3,331+162.5% | $2,851+206.8% | $4,741+84.5% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,499 | $6,234+100.5% | $5,422+130.5% | $11,429+9.4% |