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 | $727,499 | $171,492+324.2% | $150,734+382.6% | $198,609+266.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.51% | 804.70%-797.2pp | 600.81%-593.3pp | 202.70%-195.2pp |
| Employer contribution / active EE | $24,541 | $5,470+348.7% | $4,918+399.0% | $5,055+385.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,134 | $17,628-14.1% | $14,905+1.5% | $19,030-20.5% |