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 | $385,183 | $138,076+179.0% | $123,553+211.8% | $135,380+184.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.95% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $13,865 | $5,152+169.1% | $4,628+199.6% | $4,779+190.1% |
| Participant deferral / active EE | $7,842 | $6,800+15.3% | $6,426+22.0% | $5,609+39.8% |
| Admin fee / account holder | $3,901 | $10,917-64.3% | $9,284-58.0% | $10,828-64.0% |