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 | $502,162 | $102,385+390.5% | $147,080+241.4% | $80,935+520.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.61% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $13,925 | $3,717+274.7% | $4,933+182.3% | $2,757+405.1% |
| Participant deferral / active EE | $9,051 | $6,651+36.1% | $8,066+12.2% | $4,299+110.5% |
| Admin fee / account holder | $43,061 | $7,951+441.5% | $12,989+231.5% | $6,924+521.9% |