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 | $354,283 | $76,608+362.5% | $56,077+531.8% | $145,877+142.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 3009.59%-2993.3pp | 1709.28%-1692.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,813 | $2,624+274.0% | $1,954+402.2% | $6,691+46.7% |
| Admin fee / account holder | $3,412 | $3,325+2.6% | $2,825+20.8% | $13,402-74.5% |