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 | $415,745 | $92,743+348.3% | $82,744+402.4% | $134,532+209.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.95% | 946.63%-959.6pp | 702.22%-715.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $10,000 | $3,273+205.6% | $3,008+232.4% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,267 | $5,977+188.9% | $5,325+224.3% | $11,429+51.1% |