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 | $690,559 | $109,863+528.6% | $98,477+601.2% | $167,518+312.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.50% | 1958.09%-1946.6pp | 1493.59%-1482.1pp | 478.71%-467.2pp |
| Employer contribution / active EE | $40,421 | $3,225+1153.3% | $2,961+1265.3% | $4,838+735.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $67,485 | $6,755+899.0% | $5,951+1034.0% | $12,312+448.1% |