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 | $293,379 | $138,078+112.5% | $125,363+134.0% | $134,509+118.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.49%-768.3pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $14,793 | $5,245+182.1% | $4,815+207.3% | $4,741+212.1% |
| Participant deferral / active EE | $18,400 | $7,800+135.9% | $7,447+147.1% | $6,400+187.5% |
| Admin fee / account holder | $10,892 | $11,566-5.8% | $10,005+8.9% | $11,427-4.7% |