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 | $1,031,551 | $334,031+208.8% | $300,027+243.8% | $483,350+113.4% |
| Participation rate | 100.0% | 97.9%+2.1pp | 85.4%+14.6pp | 89.0%+11.0pp |
| Annual return | 10.93% | -2.92%+13.8pp | 0.69%+10.2pp | 533.38%-522.4pp |
| Employer contribution / active EE | $17,500 | $6,134+185.3% | $4,895+257.5% | $9,034+93.7% |
| Participant deferral / active EE | $0 | $5,038-100.0% | $4,519-100.0% | $6,196-100.0% |
| Admin fee / account holder | $61,885 | $14,533+325.8% | $15,856+290.3% | $41,445+49.3% |