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 | $466,573 | $150,447+210.1% | $136,298+242.3% | $147,586+216.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.63% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-566.0pp |
| Employer contribution / active EE | $24,000 | $5,256+356.6% | $4,696+411.1% | $4,876+392.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,994 | $10,906-81.7% | $9,244-78.4% | $10,886-81.7% |