Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $490,919 | $167,030+193.9% | $135,768+261.6% | $155,188+216.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.67% | 678.39%-663.7pp | 526.10%-511.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $31,779 | $4,132+669.0% | $3,394+836.4% | $4,248+648.1% |
| Participant deferral / active EE | $20,300 | $4,528+348.4% | $3,977+410.4% | $6,531+210.8% |
| Admin fee / account holder | $3,089 | $8,172-62.2% | $7,048-56.2% | $14,480-78.7% |