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 | $582,170 | $160,059+263.7% | $140,019+315.8% | $135,382+330.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.42% | 911.44%-915.9pp | 651.15%-655.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $14,944 | $6,420+132.8% | $5,605+166.6% | $4,779+212.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,135 | $13,328-16.5% | $10,705+4.0% | $10,829+2.8% |