Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $620,599 | $88,702+599.6% | $81,780+658.9% | $145,978+325.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.41% | 1029.12%-1008.7pp | 776.27%-755.9pp | 550.52%-530.1pp |
| Employer contribution / active EE | $38,500 | $3,084+1148.2% | $2,914+1221.3% | $4,662+725.9% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,321+605.9% | $6,690+355.9% |
| Admin fee / account holder | $3,787 | $8,414-55.0% | $7,384-48.7% | $13,400-71.7% |