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 | $844,990 | $217,427+288.6% | $185,837+354.7% | $167,518+404.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.96% | 148.39%-138.4pp | 122.08%-112.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $19,847 | $5,874+237.9% | $5,168+284.0% | $4,838+310.2% |
| Participant deferral / active EE | $10,300 | $6,357+62.0% | $5,568+85.0% | $6,342+62.4% |
| Admin fee / account holder | $4,710 | $19,816-76.2% | $16,241-71.0% | $12,312-61.7% |