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 | $845,754 | $160,028+428.5% | $147,080+475.0% | $145,884+479.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.52% | 98.60%-77.1pp | 420.17%-398.7pp | 551.85%-530.3pp |
| Employer contribution / active EE | $13,947 | $5,286+163.9% | $4,933+182.7% | $4,662+199.1% |
| Participant deferral / active EE | $19,188 | $8,422+127.8% | $8,066+137.9% | $6,690+186.8% |
| Admin fee / account holder | $217,304 | $15,030+1345.8% | $12,989+1573.0% | $13,392+1522.7% |