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 | $508,014 | $209,425+142.6% | $178,499+184.6% | $158,966+219.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.02% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $24,000 | $5,707+320.5% | $5,011+378.9% | $4,762+403.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,266 | $17,078-80.9% | $13,986-76.6% | $11,250-71.0% |