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 | $283,450 | $138,114+105.2% | $125,391+126.1% | $134,545+110.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.58% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-422.9pp |
| Employer contribution / active EE | $5,010 | $5,246-4.5% | $4,816+4.0% | $4,742+5.7% |
| Participant deferral / active EE | $10,308 | $7,801+32.1% | $7,448+38.4% | $6,401+61.0% |
| Admin fee / account holder | $3,036 | $11,570-73.8% | $10,009-69.7% | $11,431-73.4% |