Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $924,893 | $217,432+325.4% | $185,851+397.7% | $167,553+452.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.80% | 148.43%-131.6pp | 122.11%-105.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $28,798 | $5,874+390.2% | $5,168+457.2% | $4,840+495.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $24,750 | $19,820+24.9% | $16,245+52.4% | $12,316+101.0% |