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 | $651,600 | $202,342+222.0% | $172,752+277.2% | $152,897+326.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.38% | 1029.83%-999.4pp | 802.97%-772.6pp | 345.43%-315.0pp |
| Employer contribution / active EE | $2,616 | $5,858-55.3% | $5,144-49.1% | $4,764-45.1% |
| Participant deferral / active EE | $17,235 | $5,948+189.8% | $5,198+231.6% | $5,851+194.6% |
| Admin fee / account holder | $7,900 | $17,111-53.8% | $13,955-43.4% | $11,599-31.9% |