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 | $545,245 | $217,432+150.8% | $185,849+193.4% | $167,536+225.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.31% | 148.42%-133.1pp | 122.10%-106.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $11,093 | $5,875+88.8% | $5,169+114.6% | $4,839+129.2% |
| Participant deferral / active EE | $16,631 | $6,357+161.6% | $5,569+198.6% | $6,342+162.2% |
| Admin fee / account holder | $71,757 | $19,818+262.1% | $16,244+341.8% | $12,315+482.7% |