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 | $284,439 | $75,832+275.1% | $147,617+92.7% | $59,633+377.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $10,994 | $3,485+215.5% | $5,564+97.6% | $2,203+399.1% |
| Participant deferral / active EE | $12,713 | $3,131+306.1% | $4,895+159.7% | $3,192+298.3% |
| Admin fee / account holder | $851 | $5,986-85.8% | $11,612-92.7% | $4,297-80.2% |