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 | $949,607 | $160,028+493.4% | $147,080+545.6% | $145,884+550.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.40% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.4pp |
| Employer contribution / active EE | $8,683 | $5,286+64.3% | $4,933+76.0% | $4,662+86.2% |
| Participant deferral / active EE | $31,550 | $8,422+274.6% | $8,066+291.1% | $6,690+371.6% |
| Admin fee / account holder | $70,527 | $15,030+369.2% | $12,989+443.0% | $13,392+426.6% |