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 | $275,584 | $106,557+158.6% | $91,227+202.1% | $134,545+104.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.38% | 160.81%-173.2pp | 114.14%-126.5pp | 418.37%-430.7pp |
| Employer contribution / active EE | $11,447 | $3,332+243.6% | $2,851+301.5% | $4,742+141.4% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $124,381 | $6,235+1894.8% | $5,423+2193.6% | $11,431+988.1% |