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 | $625,233 | $160,070+290.6% | $147,117+325.0% | $145,897+328.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $16,773 | $5,285+217.4% | $4,932+240.0% | $4,663+259.7% |
| Participant deferral / active EE | $25,639 | $8,419+204.5% | $8,065+217.9% | $6,689+283.3% |
| Admin fee / account holder | $2,369 | $15,035-84.2% | $12,993-81.8% | $13,390-82.3% |