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 | $971,972 | $159,934+507.7% | $147,005+561.2% | $145,959+565.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.05% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $60,225 | $5,287+1039.0% | $4,934+1120.5% | $4,661+1192.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,068 | $15,053-86.3% | $13,006-84.1% | $13,398-84.6% |