Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $612,021 | $152,619+301.0% | $125,195+388.9% | $152,909+300.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.96% | 54.85%-29.9pp | 43.79%-18.8pp | 345.46%-320.5pp |
| Employer contribution / active EE | $15,385 | $4,947+211.0% | $3,866+297.9% | $4,764+222.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,188 | $13,437-83.7% | $9,704-77.5% | $11,601-81.1% |