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 | $636,960 | $155,833+308.7% | $124,693+410.8% | $167,518+280.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.28% | 17.98%+3.3pp | 5144.19%-5122.9pp | 478.71%-457.4pp |
| Employer contribution / active EE | $20,588 | $4,164+394.4% | $3,324+519.3% | $4,838+325.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,141 | $9,534+37.8% | $7,494+75.3% | $12,312+6.7% |