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 | $802,005 | $169,356+373.6% | $129,406+519.8% | $145,897+449.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.79% | 14418.62%-14407.8pp | 9468.18%-9457.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $30,264 | $5,542+446.1% | $4,155+628.3% | $4,663+549.1% |
| Participant deferral / active EE | $10,712 | $4,987+114.8% | $4,167+157.1% | $6,689+60.1% |
| Admin fee / account holder | $1,015 | $9,915-89.8% | $7,689-86.8% | $13,390-92.4% |