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 | $755,749 | $226,105+234.2% | $182,540+314.0% | $152,897+394.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.46% | 192.58%-170.1pp | 148.58%-126.1pp | 345.43%-323.0pp |
| Employer contribution / active EE | $9,739 | $4,978+95.6% | $4,076+139.0% | $4,764+104.4% |
| Participant deferral / active EE | $13,017 | $6,370+104.4% | $5,525+135.6% | $5,851+122.5% |
| Admin fee / account holder | $26,040 | $10,706+143.2% | $8,593+203.0% | $11,599+124.5% |