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 | $683,399 | $148,623+359.8% | $135,974+402.6% | $139,466+390.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.46% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $17,740 | $5,246+238.1% | $4,859+265.1% | $4,754+273.2% |
| Participant deferral / active EE | $26,984 | $8,103+233.0% | $7,760+247.7% | $6,712+302.0% |
| Admin fee / account holder | $80,451 | $12,406+548.5% | $10,767+647.2% | $11,409+605.2% |