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 | $316,318 | $73,421+330.8% | $66,439+376.1% | $155,188+103.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 8.60% | 1382.37%-1373.8pp | 757.66%-749.1pp | 148.84%-140.2pp |
| Employer contribution / active EE | $10,831 | $3,039+256.4% | $2,637+310.8% | $4,248+155.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $107,681 | $8,856+1116.0% | $6,173+1644.2% | $14,480+643.7% |