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 | $1,218,383 | $157,304+674.5% | $141,197+762.9% | $152,909+696.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.41% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $25,273 | $5,263+380.2% | $4,736+433.6% | $4,764+430.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $83,333 | $12,126+587.2% | $10,265+711.8% | $11,601+618.3% |