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 | $637,471 | $150,445+323.7% | $136,297+367.7% | $147,585+331.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.40% | 1049.14%-1022.7pp | 5156.16%-5129.8pp | 578.57%-552.2pp |
| Employer contribution / active EE | $22,021 | $5,256+318.9% | $4,696+369.0% | $4,876+351.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,966 | $10,906+101.4% | $9,244+137.6% | $10,885+101.8% |