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 | $480,838 | $88,778+441.6% | $81,844+487.5% | $145,884+229.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.06% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,378 | $4,648+166.3% | $4,323+186.3% | $6,690+85.0% |
| Admin fee / account holder | $52,103 | $8,430+518.1% | $7,355+608.4% | $13,392+289.1% |