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 | $281,508 | $138,068+103.9% | $125,358+124.6% | $134,493+109.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.97% | 750.30%-764.3pp | 572.03%-586.0pp | 418.01%-432.0pp |
| Employer contribution / active EE | $3,448 | $5,244-34.3% | $4,814-28.4% | $4,740-27.3% |
| Participant deferral / active EE | $7,620 | $7,799-2.3% | $7,447+2.3% | $6,400+19.1% |
| Admin fee / account holder | $18,188 | $11,568+57.2% | $10,007+81.7% | $11,425+59.2% |