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 | $730,863 | $102,595+612.4% | $94,057+677.0% | $154,746+372.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.49% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $13,431 | $3,147+326.8% | $2,933+357.9% | $4,379+206.7% |
| Participant deferral / active EE | $21,320 | $5,118+316.5% | $4,709+352.7% | $6,730+216.8% |
| Admin fee / account holder | $32,223 | $7,736+316.5% | $7,244+344.8% | $14,365+124.3% |