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 | $582,093 | $209,428+177.9% | $178,498+226.1% | $158,950+266.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.00% | 188.78%-177.8pp | 151.09%-140.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $16,667 | $5,707+192.0% | $5,011+232.6% | $4,762+250.0% |
| Participant deferral / active EE | $9,980 | $5,955+67.6% | $5,202+91.8% | $5,983+66.8% |
| Admin fee / account holder | $5,035 | $17,077-70.5% | $13,985-64.0% | $11,248-55.2% |