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 | $528,597 | $154,754+241.6% | $124,206+325.6% | $138,895+280.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 40.47% | 709.28%-668.8pp | 515.27%-474.8pp | 145.39%-104.9pp |
| Employer contribution / active EE | $9,257 | $4,446+108.2% | $3,540+161.5% | $4,194+120.7% |
| Participant deferral / active EE | $17,375 | $4,621+276.0% | $3,968+337.9% | $6,396+171.6% |
| Admin fee / account holder | $2,085 | $6,690-68.8% | $5,929-64.8% | $12,562-83.4% |