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 | $690,402 | $202,342+241.2% | $172,753+299.6% | $152,909+351.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.16% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $15,137 | $5,857+158.4% | $5,144+194.3% | $4,764+217.7% |
| Participant deferral / active EE | $11,441 | $5,948+92.4% | $5,198+120.1% | $5,851+95.5% |
| Admin fee / account holder | $47,872 | $17,112+179.8% | $13,956+243.0% | $11,601+312.7% |