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 | $814,165 | $177,353+359.1% | $158,226+414.6% | $198,609+309.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 6.23% | 599.50%-593.3pp | 501.41%-495.2pp | 202.70%-196.5pp |
| Employer contribution / active EE | $35,000 | $3,239+980.7% | $2,986+1072.3% | $5,055+592.3% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,501 | $10,960+32.3% | $10,217+41.9% | $19,030-23.8% |