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 | $307,579 | $111,830+175.0% | $93,696+228.3% | $145,884+110.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.38% | 204.08%-190.7pp | 133.74%-120.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $16,954 | $3,093+448.2% | $2,422+600.0% | $4,662+263.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,737 | $10,249-83.1% | $8,287-79.0% | $13,392-87.0% |