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 | $937,241 | $108,942+760.3% | $100,415+833.4% | $145,897+542.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 58.27%-45.4pp | 49.47%-36.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $9,419 | $4,422+113.0% | $3,943+138.9% | $4,663+102.0% |
| Participant deferral / active EE | $9,419 | $8,461+11.3% | $8,091+16.4% | $6,689+40.8% |
| Admin fee / account holder | $366,194 | $9,702+3674.5% | $7,906+4531.9% | $13,390+2634.8% |