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 | $833,474 | $102,595+712.4% | $94,057+786.1% | $154,746+438.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.43% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $18,026 | $3,147+472.7% | $2,933+514.6% | $4,379+311.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,144 | $7,736+186.2% | $7,244+205.7% | $14,365+54.1% |