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 | $482,207 | $111,830+331.2% | $93,696+414.6% | $145,884+230.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.27% | 204.08%-191.8pp | 133.74%-121.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $6,748 | $3,093+118.2% | $2,422+178.6% | $4,662+44.7% |
| Participant deferral / active EE | $16,575 | $4,920+236.9% | $4,417+275.3% | $6,690+147.8% |
| Admin fee / account holder | $30,389 | $10,249+196.5% | $8,287+266.7% | $13,392+126.9% |