Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $503,990 | $114,093+341.7% | $96,171+424.1% | $167,536+200.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.71% | 190.00%-170.3pp | 192.04%-172.3pp | 478.82%-459.1pp |
| Employer contribution / active EE | $19,778 | $3,429+476.7% | $2,799+606.6% | $4,839+308.7% |
| Participant deferral / active EE | $15,500 | $5,197+198.3% | $4,350+256.3% | $6,342+144.4% |
| Admin fee / account holder | $4,741 | $6,899-31.3% | $5,538-14.4% | $12,315-61.5% |