Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $883,988 | $160,040+452.4% | $147,096+501.0% | $145,877+506.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $25,830 | $5,289+388.3% | $4,936+423.3% | $4,663+453.9% |
| Participant deferral / active EE | $17,200 | $8,429+104.1% | $8,071+113.1% | $6,691+157.1% |
| Admin fee / account holder | $4,860 | $15,050-67.7% | $13,005-62.6% | $13,402-63.7% |