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 | $673,486 | $209,874+220.9% | $189,537+255.3% | $167,536+302.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.37% | 748.61%-739.2pp | 555.34%-546.0pp | 478.82%-469.4pp |
| Employer contribution / active EE | $53,058 | $6,913+667.5% | $6,161+761.2% | $4,839+996.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $85,225 | $14,299+496.0% | $12,048+607.4% | $12,315+592.1% |