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 | $422,166 | $176,105+139.7% | $159,474+164.7% | $167,536+152.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.62% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $19,524 | $5,299+268.5% | $4,831+304.2% | $4,839+303.5% |
| Participant deferral / active EE | $11,514 | $7,751+48.5% | $7,353+56.6% | $6,342+81.5% |
| Admin fee / account holder | $14,775 | $12,559+17.6% | $10,802+36.8% | $12,315+20.0% |