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 | $540,713 | $136,433+296.3% | $98,864+446.9% | $167,553+222.7% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 15.19% | 67.76%-52.6pp | 50.03%-34.8pp | 478.89%-463.7pp |
| Employer contribution / active EE | $10,000 | $2,636+279.3% | $2,070+383.2% | $4,840+106.6% |
| Participant deferral / active EE | $9,500 | $3,721+155.3% | $3,037+212.8% | $6,343+49.8% |
| Admin fee / account holder | $14,680 | $5,039+191.3% | $4,080+259.8% | $12,316+19.2% |