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 | $1,128,279 | $156,616+620.4% | $133,346+746.1% | $198,609+468.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 6.11% | 44.25%-38.1pp | 36.85%-30.7pp | 202.70%-196.6pp |
| Employer contribution / active EE | $17,500 | $3,368+419.6% | $2,853+513.3% | $5,055+246.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $46,033 | $17,468+163.5% | $14,264+222.7% | $19,030+141.9% |