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 | $958,959 | $159,978+499.4% | $147,041+552.2% | $145,978+556.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.8pp |
| Employer contribution / active EE | $7,882 | $5,288+49.0% | $4,935+59.7% | $4,662+69.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $44,813 | $15,053+197.7% | $13,006+244.5% | $13,400+234.4% |