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 | $405,674 | $57,312+607.8% | $86,617+368.4% | $75,181+439.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.56% | 2672.78%-2657.2pp | 591.91%-576.4pp | 160.69%-145.1pp |
| Employer contribution / active EE | $17,357 | $2,315+649.6% | $3,023+474.1% | $2,671+550.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,704 | $4,114-34.3% | $5,613-51.8% | $5,650-52.1% |