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 | $1,615,050 | $90,607+1682.5% | $79,467+1932.4% | $135,380+1093.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $21,667 | $3,068+606.3% | $2,800+673.7% | $4,779+353.4% |
| Participant deferral / active EE | $24,000 | $4,050+492.5% | $3,704+548.0% | $5,609+327.9% |
| Admin fee / account holder | $50,971 | $5,895+764.6% | $5,104+898.6% | $10,828+370.7% |