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 | $604,108 | $183,592+229.0% | $155,567+288.3% | $145,959+313.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $25,474 | $5,315+379.3% | $4,674+445.0% | $4,661+446.6% |
| Participant deferral / active EE | $18,016 | $6,464+178.7% | $5,628+220.1% | $6,689+169.4% |
| Admin fee / account holder | $9,254 | $19,318-52.1% | $15,916-41.9% | $13,398-30.9% |