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 | $605,112 | $176,105+243.6% | $159,474+279.4% | $167,536+261.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.30% | 331.91%-313.6pp | 263.68%-245.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $19,139 | $5,299+261.2% | $4,831+296.2% | $4,839+295.5% |
| Participant deferral / active EE | $12,293 | $7,751+58.6% | $7,353+67.2% | $6,342+93.8% |
| Admin fee / account holder | $30,785 | $12,559+145.1% | $10,802+185.0% | $12,315+150.0% |