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 | $555,158 | $227,597+143.9% | $189,575+192.8% | $167,536+231.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.36% | 78.44%-65.1pp | 64.19%-50.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $17,656 | $5,316+232.1% | $4,412+300.2% | $4,839+264.9% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,342+36.6% |
| Admin fee / account holder | $32,201 | $11,877+171.1% | $9,806+228.4% | $12,315+161.5% |