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 | $516,357 | $100,033+416.2% | $149,716+244.9% | $70,124+636.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 17.27% | 27.43%-10.2pp | 1501.67%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $8,437 | $3,661+130.5% | $5,444+55.0% | $2,342+260.2% |
| Participant deferral / active EE | $18,769 | $4,982+276.7% | $6,568+185.7% | $3,332+463.3% |
| Admin fee / account holder | $16,768 | $8,285+102.4% | $11,282+48.6% | $4,645+261.0% |