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 | $931,523 | $99,652+834.8% | $78,778+1082.5% | $147,586+531.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.23% | 47.28%-33.1pp | 35.62%-21.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $14,349 | $2,796+413.3% | $1,986+622.6% | $4,876+194.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,363 | $7,155+100.7% | $5,134+179.8% | $10,886+31.9% |