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 | $313,396 | $108,701+188.3% | $74,723+319.4% | $152,909+105.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 12.10% | 114.12%-102.0pp | 753.18%-741.1pp | 345.46%-333.4pp |
| Employer contribution / active EE | $19,125 | $1,504+1171.4% | $1,084+1664.0% | $4,764+301.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,650 | $4,906+76.3% | $3,335+159.4% | $11,601-25.4% |