Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $551,777 | $114,119+383.5% | $107,187+414.8% | $138,895+297.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.49% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $31,200 | $4,059+668.7% | $3,782+724.9% | $4,194+643.9% |
| Participant deferral / active EE | $23,500 | $5,538+324.4% | $5,096+361.1% | $6,396+267.4% |
| Admin fee / account holder | $2,500 | $10,024-75.1% | $9,162-72.7% | $12,562-80.1% |