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 | $422,807 | $109,411+286.4% | $89,435+372.8% | $158,982+165.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.60% | 345.68%-317.1pp | 245.55%-216.9pp | 302.99%-274.4pp |
| Employer contribution / active EE | $16,807 | $3,173+429.7% | $2,587+549.6% | $4,763+252.9% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $41,710 | $6,159+577.3% | $4,884+753.9% | $11,252+270.7% |