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 | $960,782 | $118,869+708.3% | $96,575+894.9% | $167,518+473.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.82% | 50.49%-34.7pp | 37.79%-22.0pp | 478.71%-462.9pp |
| Employer contribution / active EE | $25,714 | $3,120+724.2% | $2,357+991.1% | $4,838+431.5% |
| Participant deferral / active EE | $12,540 | $4,616+171.7% | $3,849+225.8% | $6,342+97.7% |
| Admin fee / account holder | $37,721 | $8,067+367.6% | $6,182+510.2% | $12,312+206.4% |