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 | $808,106 | $165,584+388.0% | $142,942+465.3% | $137,256+488.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 13.96% | 164.22%-150.3pp | 113.70%-99.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $24,565 | $4,725+419.9% | $4,139+493.4% | $4,156+491.1% |
| Participant deferral / active EE | $14,695 | $8,194+79.4% | $7,128+106.2% | $6,407+129.4% |
| Admin fee / account holder | $79,273 | $16,167+390.3% | $12,475+535.5% | $12,270+546.1% |