Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $443,370 | $96,136+361.2% | $135,987+226.0% | $80,925+447.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.72% | 28.70%-13.0pp | 580.01%-564.3pp | 35.65%-19.9pp |
| Employer contribution / active EE | $19,059 | $3,350+469.0% | $4,214+352.3% | $2,756+591.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,015 | $8,236-14.8% | $6,716+4.5% | $6,940+1.1% |