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 | $429,910 | $165,399+159.9% | $149,745+187.1% | $158,982+170.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.84% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $8,750 | $5,105+71.4% | $4,646+88.3% | $4,763+83.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $750 | $10,811-93.1% | $9,312-91.9% | $11,252-93.3% |