Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $594,013 | $197,819+200.3% | $155,789+281.3% | $125,389+373.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.32% | 86.73%-80.4pp | 71.54%-65.2pp | 282.24%-275.9pp |
| Employer contribution / active EE | $25,000 | $4,850+415.4% | $3,839+551.3% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,331 | $9,544+81.6% | $7,477+131.8% | $9,541+81.7% |