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 | $1,832,818 | $92,684+1877.5% | $82,706+2116.1% | $134,509+1262.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.65% | 945.84%-959.5pp | 701.76%-715.4pp | 418.13%-431.8pp |
| Employer contribution / active EE | $61,000 | $3,272+1764.5% | $3,007+1928.3% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $392 | $5,982-93.4% | $5,329-92.6% | $11,427-96.6% |