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 | $576,114 | $100,868+471.2% | $90,414+537.2% | $158,931+262.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.33% | 1724.58%-1713.2pp | 1293.19%-1281.9pp | 302.86%-291.5pp |
| Employer contribution / active EE | $15,544 | $3,689+321.3% | $3,262+376.4% | $4,761+226.4% |
| Participant deferral / active EE | $11,932 | $4,348+174.4% | $3,963+201.1% | $5,982+99.4% |
| Admin fee / account holder | $1,742 | $6,502-73.2% | $5,611-69.0% | $11,247-84.5% |