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 | $958,713 | $183,592+422.2% | $155,574+516.2% | $145,877+557.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.56% | 61.37%-32.8pp | 64.87%-36.3pp | 551.28%-522.7pp |
| Employer contribution / active EE | $38,422 | $5,317+622.7% | $4,676+721.7% | $4,663+724.0% |
| Participant deferral / active EE | $12,278 | $6,466+89.9% | $5,629+118.1% | $6,691+83.5% |
| Admin fee / account holder | $6,116 | $19,316-68.3% | $15,914-61.6% | $13,402-54.4% |