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 | $929,221 | $175,259+430.2% | $149,723+520.6% | $139,487+566.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.91% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $40,085 | $5,478+631.7% | $4,821+731.4% | $4,755+743.1% |
| Participant deferral / active EE | $21,850 | $6,522+235.0% | $5,682+284.5% | $6,713+225.5% |
| Admin fee / account holder | $383,903 | $16,158+2275.9% | $13,215+2805.1% | $11,407+3265.4% |