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 | $526,916 | $125,184+320.9% | $105,607+398.9% | $145,884+261.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 225.00%-215.1pp | 116.11%-106.2pp | 551.85%-542.0pp |
| Employer contribution / active EE | $17,485 | $3,720+370.0% | $3,167+452.1% | $4,662+275.0% |
| Participant deferral / active EE | $19,703 | $5,714+244.8% | $5,011+293.2% | $6,690+194.5% |
| Admin fee / account holder | $7,107 | $17,133-58.5% | $10,958-35.1% | $13,392-46.9% |