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 | $536,959 | $138,102+288.8% | $125,381+328.3% | $134,532+299.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.25% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $8,011 | $5,245+52.7% | $4,815+66.4% | $4,741+69.0% |
| Participant deferral / active EE | $15,325 | $7,801+96.5% | $7,448+105.8% | $6,401+139.4% |
| Admin fee / account holder | $15,933 | $11,568+37.7% | $10,007+59.2% | $11,429+39.4% |