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 | $740,967 | $106,923+593.0% | $84,023+781.9% | $152,909+384.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.00% | 105.02%-81.0pp | 71.32%-47.3pp | 345.46%-321.5pp |
| Employer contribution / active EE | $17,649 | $2,735+545.2% | $1,984+789.6% | $4,764+270.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,622 | $8,289-20.1% | $6,102+8.5% | $11,601-42.9% |