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 | $377,163 | $138,102+173.1% | $125,381+200.8% | $134,532+180.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.37% | 750.73%-762.1pp | 572.31%-583.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $15,514 | $5,245+195.8% | $4,815+222.2% | $4,741+227.2% |
| Participant deferral / active EE | $11,182 | $7,801+43.3% | $7,448+50.1% | $6,401+74.7% |
| Admin fee / account holder | $163,283 | $11,568+1311.5% | $10,007+1531.7% | $11,429+1328.7% |