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 | $761,015 | $148,623+412.0% | $135,974+459.7% | $139,466+445.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.18% | 79.30%-43.1pp | 68.30%-32.1pp | 373.66%-337.5pp |
| Employer contribution / active EE | $37,777 | $5,246+620.1% | $4,859+677.5% | $4,754+694.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,262 | $12,406-89.8% | $10,767-88.3% | $11,409-88.9% |