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 | $935,622 | $175,231+433.9% | $149,696+525.0% | $139,466+570.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $9,809 | $5,478+79.1% | $4,821+103.5% | $4,754+106.3% |
| Participant deferral / active EE | $8,574 | $6,521+31.5% | $5,682+50.9% | $6,712+27.7% |
| Admin fee / account holder | $3,972 | $16,155-75.4% | $13,212-69.9% | $11,409-65.2% |