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 | $729,762 | $96,691+654.7% | $86,656+742.1% | $139,487+423.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.01% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.8pp |
| Employer contribution / active EE | $21,438 | $3,267+556.2% | $3,025+608.6% | $4,755+350.9% |
| Participant deferral / active EE | $18,250 | $4,838+277.2% | $4,439+311.1% | $6,713+171.9% |
| Admin fee / account holder | $2,663 | $6,414-58.5% | $5,619-52.6% | $11,407-76.7% |