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 | $743,855 | $111,878+564.9% | $93,727+693.6% | $145,897+409.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.00% | 204.28%-188.3pp | 133.83%-117.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $21,818 | $3,092+605.6% | $2,421+801.1% | $4,663+367.9% |
| Participant deferral / active EE | $11,479 | $4,920+133.3% | $4,417+159.9% | $6,689+71.6% |
| Admin fee / account holder | $12,854 | $10,256+25.3% | $8,292+55.0% | $13,390-4.0% |