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 | $565,598 | $157,296+259.6% | $141,191+300.6% | $152,897+269.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.83% | 64.34%-49.5pp | 71.41%-56.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $18,266 | $5,262+247.1% | $4,736+285.7% | $4,764+283.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,673 | $12,125+70.5% | $10,264+101.4% | $11,599+78.2% |