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 | $641,735 | $202,342+217.2% | $172,753+271.5% | $152,909+319.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.22% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.2pp |
| Employer contribution / active EE | $20,109 | $5,857+243.3% | $5,144+290.9% | $4,764+322.1% |
| Participant deferral / active EE | $22,773 | $5,948+282.9% | $5,198+338.1% | $5,851+289.2% |
| Admin fee / account holder | $8,147 | $17,112-52.4% | $13,956-41.6% | $11,601-29.8% |