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 | $465,086 | $167,030+178.4% | $135,768+242.6% | $155,188+199.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.55% | 678.39%-668.8pp | 526.10%-516.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $15,680 | $4,132+279.4% | $3,394+362.0% | $4,248+269.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $118,330 | $8,172+1348.0% | $7,048+1578.8% | $14,480+717.2% |