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 | $543,667 | $85,766+533.9% | $136,298+298.9% | $70,126+675.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.79% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $22,307 | $2,966+652.1% | $4,696+375.1% | $2,343+852.3% |
| Participant deferral / active EE | $8,450 | $5,051+67.3% | $6,247+35.3% | $3,332+153.6% |
| Admin fee / account holder | $6,146 | $5,421+13.4% | $9,244-33.5% | $4,645+32.3% |