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 | $603,714 | $209,422+188.3% | $178,503+238.2% | $158,982+279.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.65% | 188.81%-179.2pp | 151.12%-141.5pp | 302.99%-293.3pp |
| Employer contribution / active EE | $16,082 | $5,707+181.8% | $5,011+220.9% | $4,763+237.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,760 | $17,079-72.1% | $13,987-66.0% | $11,252-57.7% |