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 | $357,724 | $138,076+159.1% | $123,553+189.5% | $135,380+164.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.72% | 153.70%-155.4pp | 119.21%-120.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $8,125 | $5,152+57.7% | $4,628+75.6% | $4,779+70.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,375 | $10,917-32.4% | $9,284-20.6% | $10,828-31.9% |