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 | $499,538 | $202,342+146.9% | $172,752+189.2% | $152,897+226.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.36% | 1029.83%-1011.5pp | 802.97%-784.6pp | 345.43%-327.1pp |
| Employer contribution / active EE | $12,624 | $5,858+115.5% | $5,144+145.4% | $4,764+165.0% |
| Participant deferral / active EE | $9,274 | $5,948+55.9% | $5,198+78.4% | $5,851+58.5% |
| Admin fee / account holder | $2,607 | $17,111-84.8% | $13,955-81.3% | $11,599-77.5% |