Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $570,603 | $89,370+538.5% | $141,197+304.1% | $72,976+681.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.09% | 111.88%-83.8pp | 71.41%-43.3pp | 81.02%-52.9pp |
| Employer contribution / active EE | $5,769 | $3,115+85.2% | $4,736+21.8% | $2,440+136.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,826 | $5,957+165.7% | $10,265+54.2% | $5,124+208.8% |