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 | $536,537 | $160,040+235.3% | $147,096+264.8% | $145,877+267.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $15,421 | $5,289+191.5% | $4,936+212.4% | $4,663+230.7% |
| Participant deferral / active EE | $18,263 | $8,429+116.7% | $8,071+126.3% | $6,691+173.0% |
| Admin fee / account holder | $1,728 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |