Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $638,600 | $103,038+519.8% | $90,324+607.0% | $152,909+317.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.73% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $10,054 | $3,141+220.1% | $2,856+252.1% | $4,764+111.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $64,435 | $6,177+943.1% | $5,356+1103.1% | $11,601+455.4% |