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 | $306,930 | $138,114+122.2% | $125,391+144.8% | $134,545+128.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.17% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,106 | $5,246+35.5% | $4,816+47.6% | $4,742+49.9% |
| Participant deferral / active EE | $3,806 | $7,801-51.2% | $7,448-48.9% | $6,401-40.5% |
| Admin fee / account holder | $11,087 | $11,570-4.2% | $10,009+10.8% | $11,431-3.0% |