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 | $356,257 | $138,114+157.9% | $125,391+184.1% | $134,545+164.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.80% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $31,789 | $5,246+506.0% | $4,816+560.1% | $4,742+570.4% |
| Participant deferral / active EE | $18,117 | $7,801+132.2% | $7,448+143.2% | $6,401+183.0% |
| Admin fee / account holder | $6,254 | $11,570-46.0% | $10,009-37.5% | $11,431-45.3% |