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 | $737,517 | $198,461+271.6% | $170,436+332.7% | $147,585+399.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.30%-243.9pp | 205.94%-192.6pp | 578.57%-565.2pp |
| Employer contribution / active EE | $32,837 | $6,184+431.0% | $5,433+504.4% | $4,876+573.4% |
| Participant deferral / active EE | $18,057 | $5,629+220.8% | $4,939+265.6% | $5,439+232.0% |
| Admin fee / account holder | $198,986 | $16,852+1080.8% | $13,880+1333.6% | $10,885+1728.0% |