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 | $725,425 | $176,105+311.9% | $159,474+354.9% | $167,536+333.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.72% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $6,010 | $5,299+13.4% | $4,831+24.4% | $4,839+24.2% |
| Participant deferral / active EE | $13,718 | $7,751+77.0% | $7,353+86.6% | $6,342+116.3% |
| Admin fee / account holder | $45,574 | $12,559+262.9% | $10,802+321.9% | $12,315+270.1% |