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 | $1,015,817 | $103,038+885.9% | $90,324+1024.6% | $152,909+564.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.47% | 95.25%-78.8pp | 78.15%-61.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $14,833 | $3,141+372.3% | $2,856+419.4% | $4,764+211.4% |
| Participant deferral / active EE | $8,000 | $4,282+86.8% | $3,885+105.9% | $5,851+36.7% |
| Admin fee / account holder | $4,333 | $6,177-29.8% | $5,356-19.1% | $11,601-62.6% |