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 | $758,255 | $108,912+596.2% | $100,383+655.4% | $145,959+419.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 57.96%-46.0pp | 49.26%-37.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,477 | $4,423+69.1% | $3,944+89.6% | $4,661+60.4% |
| Participant deferral / active EE | $19,662 | $8,451+132.7% | $8,086+143.2% | $6,689+194.0% |
| Admin fee / account holder | $10,092 | $9,690+4.1% | $7,900+27.7% | $13,398-24.7% |