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 | $714,190 | $150,447+374.7% | $136,298+424.0% | $147,586+383.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,696+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $21,861 | $6,631+229.7% | $6,247+249.9% | $5,439+302.0% |
| Admin fee / account holder | $22,482 | $10,906+106.1% | $9,244+143.2% | $10,886+106.5% |