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 | $599,818 | $95,406+528.7% | $185,849+222.7% | $85,847+598.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.64% | 23.59%-8.9pp | 122.10%-107.5pp | 318.61%-304.0pp |
| Employer contribution / active EE | $19,299 | $3,314+482.4% | $5,169+273.4% | $2,565+652.3% |
| Participant deferral / active EE | $13,809 | $3,424+303.4% | $5,569+148.0% | $3,952+249.4% |
| Admin fee / account holder | $86,279 | $7,214+1095.9% | $16,244+431.2% | $6,261+1278.1% |