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 | $735,334 | $217,427+238.2% | $185,837+295.7% | $167,518+339.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.27% | 148.39%-124.1pp | 122.08%-97.8pp | 478.71%-454.4pp |
| Employer contribution / active EE | $41,211 | $5,874+601.6% | $5,168+697.4% | $4,838+751.7% |
| Participant deferral / active EE | $24,363 | $6,357+283.2% | $5,568+337.5% | $6,342+284.2% |
| Admin fee / account holder | $155,707 | $19,816+685.8% | $16,241+858.7% | $12,312+1164.6% |