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 | $835,210 | $209,422+298.8% | $178,503+367.9% | $158,982+425.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.45% | 188.81%-181.4pp | 151.12%-143.7pp | 302.99%-295.5pp |
| Employer contribution / active EE | $32,189 | $5,707+464.0% | $5,011+542.3% | $4,763+575.8% |
| Participant deferral / active EE | $18,687 | $5,955+213.8% | $5,202+259.2% | $5,983+212.3% |
| Admin fee / account holder | $153,607 | $17,079+799.4% | $13,987+998.2% | $11,252+1265.2% |