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 | $1,316,571 | $118,708+1009.1% | $98,920+1230.9% | $158,982+728.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.38% | 372.49%-363.1pp | 196.47%-187.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $14,795 | $3,334+343.8% | $2,689+450.1% | $4,763+210.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,789 | $10,134-42.9% | $6,643-12.9% | $11,252-48.6% |