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 | $669,270 | $209,428+219.6% | $178,498+274.9% | $158,950+321.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.56% | 188.78%-176.2pp | 151.09%-138.5pp | 302.91%-290.3pp |
| Employer contribution / active EE | $15,908 | $5,707+178.7% | $5,011+217.5% | $4,762+234.1% |
| Participant deferral / active EE | $9,574 | $5,955+60.8% | $5,202+84.0% | $5,983+60.0% |
| Admin fee / account holder | $70,195 | $17,077+311.0% | $13,985+401.9% | $11,248+524.1% |