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 | $401,852 | $138,102+191.0% | $125,381+220.5% | $134,532+198.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.18% | 750.73%-751.9pp | 572.31%-573.5pp | 418.27%-419.4pp |
| Employer contribution / active EE | $24,404 | $5,245+365.2% | $4,815+406.8% | $4,741+414.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,220 | $11,568-72.2% | $10,007-67.8% | $11,429-71.8% |