Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $444,511 | $112,935+293.6% | $90,970+388.6% | $158,966+179.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.68% | 215.79%-197.1pp | 134.58%-115.9pp | 302.95%-284.3pp |
| Employer contribution / active EE | $12,525 | $2,895+332.7% | $2,122+490.1% | $4,762+163.0% |
| Participant deferral / active EE | $7,650 | $4,129+85.3% | $3,373+126.8% | $5,983+27.9% |
| Admin fee / account holder | $8,821 | $8,045+9.6% | $5,960+48.0% | $11,250-21.6% |