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 | $269,792 | $90,606+197.8% | $79,466+239.5% | $135,379+99.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 977.69%-984.8pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $10,143 | $3,068+230.6% | $2,800+262.2% | $4,779+112.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,105 | $5,895+54.5% | $5,104+78.4% | $10,828-15.9% |