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 | $380,215 | $100,895+276.8% | $90,430+320.5% | $158,950+139.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.58% | 1725.54%-1709.0pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $31,861 | $3,689+763.7% | $3,262+876.8% | $4,762+569.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,301 | $6,505-80.0% | $5,613-76.8% | $11,248-88.4% |