Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,317,371 | $124,314+959.7% | $109,163+1106.8% | $167,518+686.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.79% | 26.04%-13.3pp | 25.75%-13.0pp | 478.71%-465.9pp |
| Employer contribution / active EE | $35,250 | $4,209+737.5% | $3,723+846.9% | $4,838+628.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,101 | $7,973-10.9% | $6,754+5.1% | $12,312-42.3% |