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 | $387,890 | $60,128+545.1% | $90,440+328.9% | $79,852+385.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.09% | 71.95%-59.9pp | 1294.38%-1282.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $15,961 | $2,068+671.7% | $3,263+389.2% | $2,471+545.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,293 | $3,977+209.1% | $5,615+118.9% | $5,306+131.7% |