Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $499,671 | $110,379+352.7% | $102,412+387.9% | $145,884+242.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $29,143 | $4,216+591.2% | $3,870+653.1% | $4,662+525.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,670 | $9,745+225.0% | $8,388+277.6% | $13,392+136.5% |