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 | $554,467 | $142,409+289.3% | $119,634+363.5% | $134,545+312.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 71.24% | -12.46%+83.7pp | -14.98%+86.2pp | 418.37%-347.1pp |
| Employer contribution / active EE | $20,881 | $5,224+299.7% | $4,232+393.4% | $4,742+340.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,210 | $13,594-61.7% | $10,329-49.6% | $11,431-54.4% |