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 | $250,079 | $82,630+202.6% | $64,105+290.1% | $125,389+99.4% |
| Participation rate | 90.5% | 75.9%+14.6pp | 68.2%+22.3pp | 83.2%+7.3pp |
| Annual return | 0.84% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $4,048 | $2,671+51.5% | $1,820+122.4% | $4,866-16.8% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,708 | $6,382+83.5% | $4,499+160.2% | $9,541+22.7% |