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 | $434,896 | $124,175+250.2% | $108,405+301.2% | $167,536+159.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.42% | 1380.13%-1366.7pp | 905.55%-892.1pp | 478.82%-465.4pp |
| Employer contribution / active EE | $27,569 | $4,188+558.4% | $3,559+674.7% | $4,839+469.7% |
| Participant deferral / active EE | $11,237 | $6,908+62.7% | $6,563+71.2% | $6,342+77.2% |
| Admin fee / account holder | $50,287 | $9,457+431.8% | $7,297+589.2% | $12,315+308.4% |