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 | $575,625 | $160,070+259.6% | $147,117+291.3% | $145,897+294.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.26% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $16,106 | $5,285+204.8% | $4,932+226.5% | $4,663+245.4% |
| Participant deferral / active EE | $13,697 | $8,419+62.7% | $8,065+69.8% | $6,689+104.8% |
| Admin fee / account holder | $4,435 | $15,035-70.5% | $12,993-65.9% | $13,390-66.9% |