Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $925,893 | $169,336+446.8% | $129,384+615.6% | $145,884+534.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.57% | 14408.70%-14400.1pp | 9461.77%-9453.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $20,000 | $5,540+261.0% | $4,153+381.6% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,325 | $9,912-16.0% | $7,686+8.3% | $13,392-37.8% |