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 | $766,065 | $129,737+490.5% | $119,126+543.1% | $154,746+395.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.76% | 379.08%-368.3pp | 282.11%-271.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $17,674 | $4,375+304.0% | $4,034+338.2% | $4,379+303.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,821 | $11,961-26.3% | $10,693-17.5% | $14,365-38.6% |