Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $768,157 | $210,698+264.6% | $178,014+331.5% | $145,959+426.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.64% | 386.27%-371.6pp | 294.80%-280.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $12,691 | $4,567+177.9% | $3,950+221.3% | $4,661+172.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,097 | $12,016-7.6% | $10,362+7.1% | $13,398-17.2% |