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 | $519,700 | $176,105+195.1% | $159,474+225.9% | $167,536+210.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.84% | 331.91%-320.1pp | 263.68%-251.8pp | 478.82%-467.0pp |
| Employer contribution / active EE | $20,074 | $5,299+278.8% | $4,831+315.5% | $4,839+314.8% |
| Participant deferral / active EE | $17,848 | $7,751+130.3% | $7,353+142.7% | $6,342+181.4% |
| Admin fee / account holder | $117,278 | $12,559+833.8% | $10,802+985.7% | $12,315+852.4% |