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 | $564,497 | $124,330+354.0% | $109,173+417.1% | $167,536+236.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.69% | 26.04%-6.4pp | 25.75%-6.1pp | 478.82%-459.1pp |
| Employer contribution / active EE | $17,770 | $4,209+322.2% | $3,723+377.3% | $4,839+267.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,128 | $7,974+77.2% | $6,755+109.2% | $12,315+14.7% |