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 | $499,524 | $106,003+371.2% | $92,236+441.6% | $147,585+238.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 41.03% | 50.05%-9.0pp | 176.29%-135.3pp | 578.57%-537.5pp |
| Employer contribution / active EE | $15,592 | $4,333+259.8% | $3,679+323.8% | $4,876+219.8% |
| Participant deferral / active EE | $14,290 | $4,478+219.1% | $3,897+266.7% | $5,439+162.8% |
| Admin fee / account holder | $115,917 | $6,333+1730.5% | $5,194+2131.8% | $10,885+964.9% |