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 | $261,871 | $84,713+209.1% | $75,717+245.9% | $167,518+56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.33% | 199.49%-188.2pp | 104.58%-93.3pp | 478.71%-467.4pp |
| Employer contribution / active EE | $12,463 | $3,229+285.9% | $2,743+354.4% | $4,838+157.6% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,100 | $5,357-60.8% | $3,619-42.0% | $12,312-82.9% |