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 | $334,674 | $138,114+142.3% | $125,391+166.9% | $134,545+148.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.34% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,200 | $5,246-39.0% | $4,816-33.6% | $4,742-32.5% |
| Participant deferral / active EE | $12,567 | $7,801+61.1% | $7,448+68.7% | $6,401+96.3% |
| Admin fee / account holder | $1,500 | $11,570-87.0% | $10,009-85.0% | $11,431-86.9% |