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 | $713,711 | $105,145+578.8% | $94,664+653.9% | $139,466+411.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 38.09%-23.4pp | 156.84%-142.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $50,414 | $4,107+1127.5% | $3,673+1272.6% | $4,754+960.5% |
| Participant deferral / active EE | $40,125 | $7,599+428.1% | $7,417+441.0% | $6,712+497.8% |
| Admin fee / account holder | $252,741 | $8,972+2717.0% | $7,222+3399.8% | $11,409+2115.3% |