Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $861,783 | $101,795+746.6% | $165,100+422.0% | $80,959+964.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 166.03% | 16.73%+149.3pp | 70.21%+95.8pp | 35.67%+130.4pp |
| Employer contribution / active EE | $29,964 | $2,954+914.5% | $4,348+589.1% | $2,757+986.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,663 | $8,221-67.6% | $12,696-79.0% | $6,925-61.6% |