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 | $848,314 | $175,259+384.0% | $149,723+466.6% | $139,487+508.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 75.64% | 166.82%-91.2pp | 134.50%-58.9pp | 373.84%-298.2pp |
| Employer contribution / active EE | $18,300 | $5,478+234.0% | $4,821+279.6% | $4,755+284.9% |
| Participant deferral / active EE | $18,965 | $6,522+190.8% | $5,682+233.7% | $6,713+182.5% |
| Admin fee / account holder | $1,586 | $16,158-90.2% | $13,215-88.0% | $11,407-86.1% |