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 | $592,877 | $105,200+463.6% | $159,474+271.8% | $85,847+590.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.34% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $34,845 | $3,319+949.9% | $4,831+621.3% | $2,565+1258.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,493 | $6,934+94.6% | $10,802+24.9% | $6,261+115.5% |