Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $442,079 | $149,040+196.6% | $120,225+267.7% | $137,256+222.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.54% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,061 | $4,350+62.3% | $3,475+103.2% | $4,156+69.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,296 | $6,348-16.6% | $5,696-7.0% | $12,270-56.8% |