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 | $846,367 | $135,645+524.0% | $110,243+667.7% | $135,380+525.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.02% | 513.24%-511.2pp | 314.76%-312.7pp | 519.81%-517.8pp |
| Employer contribution / active EE | $14,414 | $4,907+193.8% | $3,827+276.7% | $4,779+201.6% |
| Participant deferral / active EE | $8,950 | $5,507+62.5% | $4,672+91.6% | $5,609+59.6% |
| Admin fee / account holder | $44,175 | $11,458+285.5% | $8,548+416.8% | $10,828+308.0% |