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 | $324,383 | $160,059+102.7% | $140,019+131.7% | $135,380+139.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.92% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $16,912 | $6,420+163.4% | $5,605+201.7% | $4,779+253.9% |
| Participant deferral / active EE | $17,459 | $7,641+128.5% | $6,927+152.1% | $5,609+211.3% |
| Admin fee / account holder | $1,897 | $13,328-85.8% | $10,705-82.3% | $10,828-82.5% |