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 | $462,457 | $138,102+234.9% | $125,381+268.8% | $134,532+243.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.46% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,033 | $5,245+15.0% | $4,815+25.3% | $4,741+27.2% |
| Participant deferral / active EE | $25,191 | $7,801+222.9% | $7,448+238.2% | $6,401+293.5% |
| Admin fee / account holder | $39,695 | $11,568+243.1% | $10,007+296.7% | $11,429+247.3% |