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 | $525,011 | $132,634+295.8% | $115,768+353.5% | $137,256+282.5% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.4%+20.8pp | 80.0%+15.3pp |
| Annual return | 9.56% | 160.70%-151.1pp | 100.46%-90.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $22,571 | $3,360+571.8% | $2,940+667.8% | $4,156+443.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,557 | $15,028-23.1% | $12,439-7.1% | $12,270-5.8% |