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 | $366,186 | $99,647+267.5% | $86,439+323.6% | $134,509+172.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.20% | 6784.13%-6782.9pp | 4395.55%-4394.3pp | 418.13%-416.9pp |
| Employer contribution / active EE | $20,333 | $4,401+362.0% | $3,769+439.5% | $4,741+328.9% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $21,850 | $8,373+161.0% | $6,732+224.6% | $11,427+91.2% |