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 | $510,178 | $110,801+360.4% | $86,868+487.3% | $167,518+204.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.07% | 117.00%-105.9pp | 63.53%-52.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $10,000 | $3,245+208.2% | $2,496+300.7% | $4,838+106.7% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $22,453 | $8,417+166.8% | $5,829+285.2% | $12,312+82.4% |