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 | $849,125 | $144,130+489.1% | $117,861+620.4% | $147,586+475.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.82% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $15,094 | $4,897+208.2% | $3,786+298.6% | $4,876+209.5% |
| Participant deferral / active EE | $8,297 | $5,316+56.1% | $4,482+85.1% | $5,439+52.6% |
| Admin fee / account holder | $136,872 | $10,887+1157.2% | $8,021+1606.5% | $10,886+1157.3% |