Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $800,599 | $169,161+373.3% | $129,295+519.2% | $145,959+448.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.43% | 14348.07%-14332.6pp | 9429.28%-9413.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $69,000 | $4,989+1282.9% | $4,169+1555.0% | $6,689+931.6% |
| Admin fee / account holder | $5,947 | $9,878-39.8% | $7,665-22.4% | $13,398-55.6% |