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 | $359,355 | $138,114+160.2% | $125,391+186.6% | $134,545+167.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.67% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $5,382 | $5,246+2.6% | $4,816+11.7% | $4,742+13.5% |
| Participant deferral / active EE | $13,800 | $7,801+76.9% | $7,448+85.3% | $6,401+115.6% |
| Admin fee / account holder | $1,700 | $11,570-85.3% | $10,009-83.0% | $11,431-85.1% |