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 | $603,503 | $97,759+517.3% | $83,849+619.8% | $135,377+345.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.09% | 1287.41%-1290.5pp | 850.91%-854.0pp | 519.75%-522.8pp |
| Employer contribution / active EE | $23,555 | $4,222+458.0% | $3,631+548.8% | $4,779+392.9% |
| Participant deferral / active EE | $5,888 | $4,682+25.8% | $4,082+44.3% | $5,609+5.0% |
| Admin fee / account holder | $9,432 | $6,674+41.3% | $5,478+72.2% | $10,828-12.9% |