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 | $72,446+1067.9% | $67,561+1152.4% | $145,877+480.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 7211.98%-7196.0pp | 3525.44%-3509.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,200 | $3,072-60.9% | $2,735-56.1% | $4,663-74.3% |
| Participant deferral / active EE | $16,500 | $4,785+244.9% | $4,003+312.2% | $6,691+146.6% |
| Admin fee / account holder | $520 | $5,541-90.6% | $4,006-87.0% | $13,402-96.1% |