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 | $501,148 | $160,070+213.1% | $147,117+240.6% | $145,897+243.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $11,520 | $5,285+118.0% | $4,932+133.6% | $4,663+147.1% |
| Participant deferral / active EE | $12,336 | $8,419+46.5% | $8,065+53.0% | $6,689+84.4% |
| Admin fee / account holder | $2,425 | $15,035-83.9% | $12,993-81.3% | $13,390-81.9% |