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 | $745,468 | $232,540+220.6% | $185,117+302.7% | $147,586+405.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.54% | 43.03%-30.5pp | 40.50%-28.0pp | 578.59%-566.1pp |
| Employer contribution / active EE | $20,532 | $5,195+295.2% | $4,182+391.0% | $4,876+321.0% |
| Participant deferral / active EE | $15,601 | $5,834+167.4% | $5,045+209.2% | $5,439+186.9% |
| Admin fee / account holder | $10,000 | $10,275-2.7% | $8,159+22.6% | $10,886-8.1% |