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 | $500,695 | $180,749+177.0% | $160,784+211.4% | $137,256+264.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.95% | 2234.46%-2211.5pp | 1803.92%-1781.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $5,637 | $4,155+35.7% | $3,733+51.0% | $4,156+35.6% |
| Participant deferral / active EE | $16,148 | $6,844+135.9% | $6,293+156.6% | $6,407+152.0% |
| Admin fee / account holder | $6,613 | $10,397-36.4% | $9,717-31.9% | $12,270-46.1% |