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 | $846,116 | $72,426+1068.3% | $67,560+1152.4% | $145,897+479.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 7226.78%-7210.8pp | 3533.50%-3517.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,200 | $3,074-61.0% | $2,737-56.2% | $4,663-74.3% |
| Participant deferral / active EE | $16,500 | $4,785+244.8% | $4,004+312.1% | $6,689+146.7% |
| Admin fee / account holder | $520 | $5,514-90.6% | $3,994-87.0% | $13,390-96.1% |