Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $561,624 | $160,070+250.9% | $147,117+281.8% | $145,897+284.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $17,591 | $5,285+232.9% | $4,932+256.6% | $4,663+277.3% |
| Participant deferral / active EE | $21,438 | $8,419+154.6% | $8,065+165.8% | $6,689+220.5% |
| Admin fee / account holder | $2,839 | $15,035-81.1% | $12,993-78.1% | $13,390-78.8% |