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 | $445,244 | $160,070+178.2% | $147,117+202.6% | $145,897+205.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $12,585 | $5,285+138.1% | $4,932+155.1% | $4,663+169.9% |
| Participant deferral / active EE | $10,002 | $8,419+18.8% | $8,065+24.0% | $6,689+49.5% |
| Admin fee / account holder | $131,452 | $15,035+774.3% | $12,993+911.7% | $13,390+881.7% |