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 | $1,224,076 | $152,597+702.2% | $117,533+941.5% | $134,532+809.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.52% | 53.04%-62.6pp | 29.77%-39.3pp | 418.27%-427.8pp |
| Employer contribution / active EE | $41,870 | $5,576+650.9% | $4,179+901.8% | $4,741+783.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,854 | $7,007-45.0% | $5,647-31.8% | $11,429-66.3% |