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 | $756,456 | $88,815+751.7% | $81,882+823.8% | $145,897+418.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.99% | 1033.75%-1012.8pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $861 | $3,086-72.1% | $2,916-70.5% | $4,663-81.5% |
| Participant deferral / active EE | $5,200 | $4,647+11.9% | $4,323+20.3% | $6,689-22.3% |
| Admin fee / account holder | $15,000 | $8,434+77.8% | $7,360+103.8% | $13,390+12.0% |