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 | $616,149 | $106,918+476.3% | $84,021+633.3% | $152,897+303.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.81% | 105.01%-88.2pp | 71.32%-54.5pp | 345.43%-328.6pp |
| Employer contribution / active EE | $3,138 | $2,735+14.7% | $1,984+58.2% | $4,764-34.1% |
| Participant deferral / active EE | $7,234 | $4,012+80.3% | $3,239+123.4% | $5,851+23.6% |
| Admin fee / account holder | $25,990 | $8,288+213.6% | $6,102+325.9% | $11,599+124.1% |