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 | $456,694 | $138,078+230.8% | $125,363+264.3% | $134,509+239.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.68% | 750.49%-760.2pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $10,050 | $5,245+91.6% | $4,815+108.7% | $4,741+112.0% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $58,333 | $11,566+404.4% | $10,005+483.0% | $11,427+410.5% |