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 | $496,246 | $60,119+725.4% | $90,430+448.8% | $79,858+521.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 23.71% | 71.94%-48.2pp | 1293.73%-1270.0pp | 31.72%-8.0pp |
| Employer contribution / active EE | $15,581 | $2,068+653.5% | $3,262+377.7% | $2,471+530.6% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,854 | $3,976+147.8% | $5,613+75.5% | $5,306+85.7% |