Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,530,293 | $92,743+1550.0% | $82,744+1749.4% | $134,532+1037.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.84% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $77,000 | $3,273+2252.8% | $3,008+2459.8% | $4,741+1524.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,031 | $5,977+184.9% | $5,325+219.8% | $11,429+49.0% |