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 | $714,862 | $99,011+622.0% | $86,582+725.6% | $147,586+384.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1312.75%-1303.8pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $10,000 | $3,132+219.3% | $2,839+252.2% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,656 | $5,709+51.6% | $4,904+76.5% | $10,886-20.5% |