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 | $1,124,718 | $84,685+1228.1% | $73,836+1423.3% | $125,389+797.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.84% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $10,160 | $3,123+225.3% | $2,787+264.5% | $4,866+108.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $41,874 | $5,694+635.4% | $4,882+757.7% | $9,541+338.9% |