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 | $824,835 | $202,342+307.6% | $172,753+377.5% | $152,909+439.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.00% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $7,500 | $5,857+28.0% | $5,144+45.8% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,457 | $17,112-85.6% | $13,956-82.4% | $11,601-78.8% |