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 | $411,113 | $96,524+325.9% | $75,900+441.6% | $152,909+168.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.44% | 33.93%-11.5pp | 30.73%-8.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $29,853 | $3,311+801.7% | $2,501+1093.6% | $4,764+526.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,507 | $8,082-56.6% | $5,421-35.3% | $11,601-69.8% |