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 | $884,656 | $105,210+740.8% | $159,487+454.7% | $85,851+930.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 41.07% | 45.08%-4.0pp | 263.71%-222.6pp | 318.63%-277.6pp |
| Employer contribution / active EE | $20,894 | $3,319+529.5% | $4,831+332.5% | $2,565+714.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,216 | $6,934+4.1% | $10,804-33.2% | $6,261+15.3% |