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 | $517,012 | $125,778+311.1% | $114,563+351.3% | $154,746+234.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.21% | 295.14%-283.9pp | 241.09%-229.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $8,504 | $2,806+203.1% | $2,592+228.1% | $4,379+94.2% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,559 | $8,190+65.5% | $7,623+77.9% | $14,365-5.6% |