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 | $628,023 | $183,539+242.2% | $155,556+303.7% | $145,897+330.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $19,951 | $5,315+275.4% | $4,675+326.7% | $4,663+327.9% |
| Participant deferral / active EE | $12,697 | $6,467+96.3% | $5,631+125.5% | $6,689+89.8% |
| Admin fee / account holder | $4,827 | $19,275-75.0% | $15,885-69.6% | $13,390-64.0% |