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 | $592,665 | $106,005+459.1% | $92,239+542.5% | $147,585+301.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.15% | 50.05%-37.9pp | 176.29%-164.1pp | 578.58%-566.4pp |
| Employer contribution / active EE | $23,061 | $4,333+432.2% | $3,680+526.7% | $4,876+372.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,628 | $6,333-11.1% | $5,194+8.4% | $10,886-48.3% |