Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $544,210 | $100,805+439.9% | $86,698+527.7% | $134,532+304.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.22% | 29.09%-45.3pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $23,750 | $3,490+580.5% | $2,837+737.2% | $4,741+400.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $50,298 | $10,925+360.4% | $7,493+571.3% | $11,429+340.1% |