Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $581,612 | $183,988+216.1% | $162,177+258.6% | $152,897+280.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.09% | 150.79%-116.7pp | 115.60%-81.5pp | 345.43%-311.3pp |
| Employer contribution / active EE | $19,000 | $6,370+198.3% | $5,613+238.5% | $4,764+298.9% |
| Participant deferral / active EE | $12,000 | $8,032+49.4% | $7,297+64.5% | $5,851+105.1% |
| Admin fee / account holder | $45,285 | $13,123+245.1% | $10,843+317.6% | $11,599+290.4% |