Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $373,735 | $73,978+405.2% | $96,515+287.2% | $75,173+397.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 98.36% | 26.72%+71.6pp | 35.73%+62.6pp | 160.72%-62.4pp |
| Employer contribution / active EE | $51,512 | $2,931+1657.7% | $3,740+1277.5% | $2,671+1828.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,152 | $5,219+152.0% | $6,735+95.3% | $5,651+132.7% |