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 | $435,905 | $144,130+202.4% | $117,861+269.8% | $147,586+195.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.56% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $12,658 | $4,897+158.5% | $3,786+234.3% | $4,876+159.6% |
| Participant deferral / active EE | $7,842 | $5,316+47.5% | $4,482+75.0% | $5,439+44.2% |
| Admin fee / account holder | $4,702 | $10,887-56.8% | $8,021-41.4% | $10,886-56.8% |