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 | $926,176 | $201,344+360.0% | $184,243+402.7% | $145,877+534.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 29.01%-16.6pp | 28.82%-16.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $25,000 | $7,022+256.0% | $6,427+289.0% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $68,893 | $16,382+320.5% | $13,914+395.1% | $13,402+414.0% |