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 | $719,794 | $135,645+430.6% | $110,243+552.9% | $135,380+431.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 13.46% | 513.24%-499.8pp | 314.76%-301.3pp | 519.81%-506.3pp |
| Employer contribution / active EE | $7,655 | $4,907+56.0% | $3,827+100.0% | $4,779+60.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,853 | $11,458+29.6% | $8,548+73.8% | $10,828+37.2% |