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 | $522,827 | $102,382+410.7% | $147,005+255.7% | $80,874+546.5% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 16.14% | 134.89%-118.8pp | 418.76%-402.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $22,343 | $3,715+501.5% | $4,934+352.8% | $2,756+710.8% |
| Participant deferral / active EE | $17,158 | $6,646+158.1% | $8,070+112.6% | $4,297+299.3% |
| Admin fee / account holder | $8,868 | $7,942+11.7% | $13,006-31.8% | $6,935+27.9% |