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 | $563,905 | $198,457+184.1% | $170,435+230.9% | $147,586+282.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $12,259 | $6,183+98.3% | $5,432+125.7% | $4,876+151.4% |
| Participant deferral / active EE | $14,107 | $5,629+150.6% | $4,939+185.6% | $5,439+159.4% |
| Admin fee / account holder | $1,899 | $16,852-88.7% | $13,881-86.3% | $10,886-82.6% |