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 | $580,814 | $155,833+272.7% | $124,693+365.8% | $167,536+246.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.11% | 17.98%-5.9pp | 5144.19%-5132.1pp | 478.82%-466.7pp |
| Employer contribution / active EE | $27,791 | $4,164+567.3% | $3,324+736.0% | $4,839+474.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,592 | $9,534-51.8% | $7,494-38.7% | $12,315-62.7% |