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 | $694,674 | $210,698+229.7% | $178,014+290.2% | $145,959+375.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.24% | 386.27%-374.0pp | 294.80%-282.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $17,000 | $4,567+272.2% | $3,950+330.4% | $4,661+264.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,253 | $12,016+2.0% | $10,362+18.3% | $13,398-8.5% |