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 | $556,165 | $150,346+269.9% | $120,524+361.5% | $145,877+281.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.99% | 154.40%-142.4pp | 107.36%-95.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $38,461 | $4,353+783.6% | $3,469+1008.7% | $4,663+724.8% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $3,304 | $12,215-73.0% | $9,440-65.0% | $13,402-75.3% |