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 | $325,679 | $138,072+135.9% | $123,549+163.6% | $135,382+140.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.51% | 153.69%-162.2pp | 119.20%-127.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $20,446 | $5,152+296.9% | $4,628+341.8% | $4,779+327.8% |
| Participant deferral / active EE | $15,801 | $6,799+132.4% | $6,426+145.9% | $5,609+181.7% |
| Admin fee / account holder | $21,537 | $10,917+97.3% | $9,284+132.0% | $10,829+98.9% |