Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $697,619 | $176,120+296.1% | $159,487+337.4% | $167,553+316.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 80.87% | 331.95%-251.1pp | 263.71%-182.8pp | 478.89%-398.0pp |
| Employer contribution / active EE | $1,185 | $5,299-77.6% | $4,831-75.5% | $4,840-75.5% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $439 | $12,561-96.5% | $10,804-95.9% | $12,316-96.4% |