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 | $480,178 | $111,785+329.6% | $93,669+412.6% | $145,877+229.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 35.12% | 203.79%-168.7pp | 133.59%-98.5pp | 551.28%-516.2pp |
| Employer contribution / active EE | $26,667 | $3,096+761.3% | $2,424+1000.3% | $4,663+471.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,274 | $10,256+9.9% | $8,291+36.0% | $13,402-15.9% |