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 | $684,834 | $217,432+215.0% | $185,851+268.5% | $167,553+308.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.92% | 148.43%-124.5pp | 122.11%-98.2pp | 478.89%-455.0pp |
| Employer contribution / active EE | $32,848 | $5,874+459.2% | $5,168+535.5% | $4,840+578.7% |
| Participant deferral / active EE | $16,792 | $6,357+164.1% | $5,569+201.5% | $6,343+164.7% |
| Admin fee / account holder | $4,053 | $19,820-79.6% | $16,245-75.1% | $12,316-67.1% |