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 | $805,449 | $150,346+435.7% | $120,524+568.3% | $145,877+452.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 154.40%-140.3pp | 107.36%-93.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $25,000 | $4,353+474.3% | $3,469+620.7% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $191,444 | $12,215+1467.2% | $9,440+1928.0% | $13,402+1328.5% |