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 | $395,950 | $209,422+89.1% | $178,503+121.8% | $158,982+149.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.56% | 188.81%-177.2pp | 151.12%-139.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $22,018 | $5,707+285.8% | $5,011+339.4% | $4,763+362.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,336 | $17,079-39.5% | $13,987-26.1% | $11,252-8.1% |