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 | $695,383 | $96,419+621.2% | $80,648+762.2% | $139,487+398.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.78% | 1352.86%-1334.1pp | 937.21%-918.4pp | 373.84%-355.1pp |
| Employer contribution / active EE | $20,098 | $3,261+516.3% | $2,724+638.0% | $4,755+322.7% |
| Participant deferral / active EE | $13,086 | $5,225+150.4% | $4,443+194.5% | $6,713+94.9% |
| Admin fee / account holder | $4,805 | $6,605-27.2% | $5,382-10.7% | $11,407-57.9% |