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 | $865,350 | $111,878+673.5% | $93,727+823.3% | $145,897+493.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.40% | 204.28%-179.9pp | 133.83%-109.4pp | 552.29%-527.9pp |
| Employer contribution / active EE | $23,241 | $3,092+651.6% | $2,421+859.8% | $4,663+398.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,051 | $10,256+66.2% | $8,292+105.6% | $13,390+27.3% |