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 | $603,174 | $76,368+689.8% | $67,681+791.2% | $154,746+289.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.46% | 1066.77%-1052.3pp | 590.58%-576.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $16,704 | $3,151+430.0% | $2,678+523.7% | $4,379+281.4% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $34,905 | $8,559+307.8% | $6,100+472.2% | $14,365+143.0% |