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 | $619,392 | $152,619+305.8% | $125,195+394.7% | $152,909+305.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.74% | 54.85%-40.1pp | 43.79%-29.1pp | 345.46%-330.7pp |
| Employer contribution / active EE | $8,495 | $4,947+71.7% | $3,866+119.7% | $4,764+78.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,977 | $13,437+108.2% | $9,704+188.3% | $11,601+141.2% |