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 | $575,952 | $118,869+384.5% | $96,575+496.4% | $167,518+243.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 28.76% | 50.49%-21.7pp | 37.79%-9.0pp | 478.71%-449.9pp |
| Employer contribution / active EE | $17,648 | $3,120+465.6% | $2,357+648.8% | $4,838+264.7% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,135 | $8,067-61.1% | $6,182-49.3% | $12,312-74.5% |