Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $554,122 | $125,193+342.6% | $105,591+424.8% | $145,978+279.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 225.53%-209.5pp | 116.43%-100.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $18,083 | $3,718+386.3% | $3,166+471.1% | $4,662+287.9% |
| Participant deferral / active EE | $22,258 | $5,708+290.0% | $5,008+344.4% | $6,690+232.7% |
| Admin fee / account holder | $11,515 | $17,277-33.4% | $11,024+4.5% | $13,400-14.1% |