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 | $698,605 | $197,819+253.2% | $155,789+348.4% | $125,389+457.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.77% | 86.73%-86.0pp | 71.54%-70.8pp | 282.24%-281.5pp |
| Employer contribution / active EE | $16,516 | $4,850+240.5% | $3,839+330.2% | $4,866+239.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $455,642 | $9,544+4674.2% | $7,477+5993.7% | $9,541+4675.7% |