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 | $462,908 | $150,412+207.8% | $120,574+283.9% | $145,884+217.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 154.50%-132.8pp | 107.42%-85.7pp | 551.85%-530.1pp |
| Employer contribution / active EE | $1,614 | $4,355-62.9% | $3,471-53.5% | $4,662-65.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $178,611 | $12,224+1361.2% | $9,445+1791.1% | $13,392+1233.7% |