Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $611,188 | $160,040+281.9% | $147,096+315.5% | $145,877+319.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $28,809 | $8,429+241.8% | $8,071+256.9% | $6,691+330.6% |
| Admin fee / account holder | $5,672 | $15,050-62.3% | $13,005-56.4% | $13,402-57.7% |