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 | $562,791 | $65,704+756.6% | $94,229+497.3% | $59,633+843.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 240.95% | 5.22%+235.7pp | 10.68%+230.3pp | 2041.45%-1800.5pp |
| Employer contribution / active EE | $23,433 | $2,021+1059.7% | $3,587+553.3% | $2,203+963.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,990 | $4,265+63.9% | $6,269+11.5% | $4,297+62.7% |