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 | $934,878 | $217,432+330.0% | $185,851+403.0% | $167,553+458.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.87% | 148.43%-138.6pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $17,299 | $5,874+194.5% | $5,168+234.7% | $4,840+257.4% |
| Participant deferral / active EE | $16,121 | $6,357+153.6% | $5,569+189.5% | $6,343+154.2% |
| Admin fee / account holder | $5,134 | $19,820-74.1% | $16,245-68.4% | $12,316-58.3% |