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 | $275,214 | $97,761+181.5% | $83,850+228.2% | $135,382+103.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.52% | 1287.44%-1292.0pp | 850.92%-855.4pp | 519.77%-524.3pp |
| Employer contribution / active EE | $21,949 | $4,222+419.9% | $3,631+504.5% | $4,779+359.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33,596 | $6,674+403.4% | $5,478+513.2% | $10,829+210.3% |