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 | $608,048 | $103,393+488.1% | $87,103+598.1% | $152,909+297.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.38% | 28.10%-16.7pp | 28.19%-16.8pp | 345.46%-334.1pp |
| Employer contribution / active EE | $21,461 | $3,221+566.3% | $2,521+751.1% | $4,764+350.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $179,223 | $12,195+1369.6% | $7,491+2292.4% | $11,601+1444.9% |