Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $298,042 | $102,429+191.0% | $147,096+102.6% | $80,925+268.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 39.34% | 135.02%-95.7pp | 419.75%-380.4pp | 35.65%+3.7pp |
| Employer contribution / active EE | $9,090 | $3,716+144.6% | $4,936+84.2% | $2,756+229.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,680 | $7,957-66.3% | $13,005-79.4% | $6,940-61.4% |