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 | $671,711 | $114,119+488.6% | $107,187+526.7% | $138,895+383.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.87% | 273.21%-261.3pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $15,789 | $4,059+289.0% | $3,782+317.5% | $4,194+276.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $48,002 | $10,024+378.9% | $9,162+423.9% | $12,562+282.1% |