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 | $498,799 | $160,070+211.6% | $147,117+239.1% | $145,897+241.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,583 | $5,285-13.3% | $4,932-7.1% | $4,663-1.7% |
| Participant deferral / active EE | $11,658 | $8,419+38.5% | $8,065+44.6% | $6,689+74.3% |
| Admin fee / account holder | $12,377 | $15,035-17.7% | $12,993-4.7% | $13,390-7.6% |