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 | $525,837 | $138,114+280.7% | $125,391+319.4% | $134,545+290.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $7,059 | $5,246+34.6% | $4,816+46.6% | $4,742+48.9% |
| Participant deferral / active EE | $16,000 | $7,801+105.1% | $7,448+114.8% | $6,401+150.0% |
| Admin fee / account holder | $3,240 | $11,570-72.0% | $10,009-67.6% | $11,431-71.7% |