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 | $1,201,257 | $109,967+992.4% | $97,197+1135.9% | $145,877+723.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.56% | 244.27%-233.7pp | 75.47%-64.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $36,789 | $3,077+1095.7% | $2,723+1251.2% | $4,663+689.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,281 | $6,199-47.1% | $5,637-41.8% | $13,402-75.5% |