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 | $523,435 | $91,198+474.0% | $178,503+193.2% | $79,856+555.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.64% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $22,059 | $3,257+577.4% | $5,011+340.2% | $2,471+792.6% |
| Participant deferral / active EE | $19,483 | $3,237+502.0% | $5,202+274.5% | $3,741+420.9% |
| Admin fee / account holder | $19,614 | $6,748+190.7% | $13,987+40.2% | $5,306+269.6% |