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 | $819,973 | $160,070+412.3% | $147,117+457.4% | $145,897+462.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.88% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $8,429 | $5,285+59.5% | $4,932+70.9% | $4,663+80.8% |
| Participant deferral / active EE | $24,525 | $8,419+191.3% | $8,065+204.1% | $6,689+266.6% |
| Admin fee / account holder | $86,250 | $15,035+473.7% | $12,993+563.8% | $13,390+544.1% |