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 | $750,111 | $100,073+649.6% | $85,126+781.2% | $145,877+414.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 84.11%-67.1pp | 66.63%-49.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $12,000 | $3,236+270.8% | $2,731+339.4% | $4,663+157.3% |
| Participant deferral / active EE | $30,000 | $5,294+466.7% | $4,523+563.2% | $6,691+348.4% |
| Admin fee / account holder | $8,520 | $7,261+17.3% | $6,160+38.3% | $13,402-36.4% |