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 | $448,697 | $68,097+558.9% | $62,929+613.0% | $137,256+226.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $20,777 | $2,811+639.1% | $2,505+729.6% | $4,156+399.9% |
| Participant deferral / active EE | $6,926 | $4,553+52.1% | $3,888+78.1% | $6,407+8.1% |
| Admin fee / account holder | $1,178 | $6,521-81.9% | $5,065-76.8% | $12,270-90.4% |