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 | $349,070 | $99,079+252.3% | $78,002+347.5% | $273,972+27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.42% | 217.93%-212.5pp | 425.99%-420.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $14,561 | $3,308+340.2% | $2,470+489.5% | $4,869+199.1% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $425 | $8,954-95.3% | $5,481-92.2% | $10,133-95.8% |