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 | $477,298 | $102,393+366.1% | $147,041+224.6% | $80,911+489.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 41.72% | 134.95%-93.2pp | 419.21%-377.5pp | 35.63%+6.1pp |
| Employer contribution / active EE | $18,627 | $3,715+401.4% | $4,935+277.4% | $2,756+575.9% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,188 | $7,943+129.0% | $13,006+39.8% | $6,935+162.3% |