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 | $607,007 | $183,978+229.9% | $162,171+274.3% | $152,885+297.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.76% | 150.78%-127.0pp | 115.60%-91.8pp | 345.39%-321.6pp |
| Employer contribution / active EE | $13,189 | $6,370+107.1% | $5,613+135.0% | $4,763+176.9% |
| Participant deferral / active EE | $20,601 | $8,033+156.5% | $7,297+182.3% | $5,851+252.1% |
| Admin fee / account holder | $4,307 | $13,122-67.2% | $10,843-60.3% | $11,598-62.9% |