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 | $537,228 | $160,028+235.7% | $147,080+265.3% | $145,884+268.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.31% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.5pp |
| Employer contribution / active EE | $11,602 | $5,286+119.5% | $4,933+135.2% | $4,662+148.8% |
| Participant deferral / active EE | $19,930 | $8,422+136.6% | $8,066+147.1% | $6,690+197.9% |
| Admin fee / account holder | $3,800 | $15,030-74.7% | $12,989-70.7% | $13,392-71.6% |