Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $492,293 | $135,639+262.9% | $110,241+346.6% | $135,382+263.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.93% | 513.21%-519.1pp | 314.75%-320.7pp | 519.77%-525.7pp |
| Employer contribution / active EE | $17,231 | $4,907+251.2% | $3,827+350.3% | $4,779+260.6% |
| Participant deferral / active EE | $12,994 | $5,507+136.0% | $4,672+178.1% | $5,609+131.7% |
| Admin fee / account holder | $2,562 | $11,457-77.6% | $8,548-70.0% | $10,829-76.3% |