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 | $340,856 | $138,114+146.8% | $125,391+171.8% | $134,545+153.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.82% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $26,185 | $5,246+399.2% | $4,816+443.7% | $4,742+452.3% |
| Participant deferral / active EE | $6,528 | $7,801-16.3% | $7,448-12.4% | $6,401+2.0% |
| Admin fee / account holder | $140,324 | $11,570+1112.8% | $10,009+1302.0% | $11,431+1127.6% |