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 | $936,647 | $103,008+809.3% | $90,304+937.2% | $152,897+512.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.45% | 95.22%-63.8pp | 78.13%-46.7pp | 345.43%-314.0pp |
| Employer contribution / active EE | $12,523 | $3,139+298.9% | $2,855+338.6% | $4,764+162.9% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.5% | $5,851+327.3% |
| Admin fee / account holder | $37,060 | $6,175+500.2% | $5,354+592.2% | $11,599+219.5% |