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 | $1,443,994 | $152,542+846.6% | $117,498+1129.0% | $134,509+973.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.07% | 53.02%-67.1pp | 29.75%-43.8pp | 418.13%-432.2pp |
| Employer contribution / active EE | $31,250 | $5,574+460.6% | $4,178+648.0% | $4,741+559.2% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,366 | $7,006+62.2% | $5,646+101.3% | $11,427-0.5% |