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 | $489,680 | $160,028+206.0% | $147,080+232.9% | $145,884+235.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $17,401 | $5,286+229.2% | $4,933+252.7% | $4,662+273.2% |
| Participant deferral / active EE | $20,059 | $8,422+138.2% | $8,066+148.7% | $6,690+199.9% |
| Admin fee / account holder | $262,118 | $15,030+1644.0% | $12,989+1918.0% | $13,392+1857.3% |