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 | $552,237 | $202,342+172.9% | $172,753+219.7% | $152,909+261.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.31% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,483 | $5,857-40.5% | $5,144-32.3% | $4,764-26.9% |
| Participant deferral / active EE | $13,019 | $5,948+118.9% | $5,198+150.5% | $5,851+122.5% |
| Admin fee / account holder | $3,900 | $17,112-77.2% | $13,956-72.1% | $11,601-66.4% |