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 | $309,794 | $92,743+234.0% | $82,744+274.4% | $134,532+130.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,015 | $3,273-69.0% | $3,008-66.3% | $4,741-78.6% |
| Participant deferral / active EE | $1,523 | $4,802-68.3% | $4,395-65.3% | $6,401-76.2% |
| Admin fee / account holder | $316,178 | $5,977+5189.6% | $5,325+5837.8% | $11,429+2666.6% |