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 | $293,355 | $138,114+112.4% | $125,391+134.0% | $134,545+118.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.93% | 750.88%-764.8pp | 572.41%-586.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $10,841 | $5,246+106.6% | $4,816+125.1% | $4,742+128.6% |
| Participant deferral / active EE | $9,058 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $27,278 | $11,570+135.8% | $10,009+172.5% | $11,431+138.6% |