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 | $1,507,688 | $169,361+790.2% | $129,397+1065.2% | $145,877+933.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.13% | 14395.54%-14387.4pp | 9453.98%-9445.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $69,000 | $5,542+1145.1% | $4,154+1560.9% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,931 | $9,903+0.3% | $7,679+29.3% | $13,402-25.9% |