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 | $893,937 | $93,117+860.0% | $77,096+1059.5% | $134,532+564.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.02% | 62.67%-65.7pp | 42.35%-45.4pp | 418.27%-421.3pp |
| Employer contribution / active EE | $32,505 | $3,420+850.3% | $2,814+1055.0% | $4,741+585.6% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $128,405 | $6,948+1748.1% | $5,428+2265.4% | $11,429+1023.5% |