Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $588,141 | $109,359+437.8% | $162,185+262.6% | $72,976+705.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.61%-115.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $47,369 | $3,907+1112.3% | $5,613+743.9% | $2,440+1841.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $733 | $7,972-90.8% | $10,844-93.2% | $5,124-85.7% |