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 | $519,937 | $157,304+230.5% | $141,197+268.2% | $152,909+240.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.46%-323.9pp |
| Employer contribution / active EE | $12,534 | $5,263+138.2% | $4,736+164.6% | $4,764+163.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,173 | $12,126+0.4% | $10,265+18.6% | $11,601+4.9% |