Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $600,607 | $134,817+345.5% | $123,973+384.5% | $155,188+287.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.32% | 515.49%-503.2pp | 388.13%-375.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $14,286 | $4,425+222.8% | $4,126+246.3% | $4,248+236.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,308 | $13,245-75.0% | $11,799-72.0% | $14,480-77.2% |