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 | $725,960 | $160,040+353.6% | $147,096+393.5% | $145,877+397.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.30% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $12,255 | $5,289+131.7% | $4,936+148.3% | $4,663+162.8% |
| Participant deferral / active EE | $15,596 | $8,429+85.0% | $8,071+93.2% | $6,691+133.1% |
| Admin fee / account holder | $6,576 | $15,050-56.3% | $13,005-49.4% | $13,402-50.9% |