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 | $550,171 | $88,710+520.2% | $81,783+572.7% | $145,959+276.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.41% | 1027.26%-1006.8pp | 775.05%-754.6pp | 561.95%-541.5pp |
| Employer contribution / active EE | $27,899 | $3,083+804.9% | $2,913+857.9% | $4,661+498.6% |
| Participant deferral / active EE | $8,004 | $4,645+72.3% | $4,320+85.3% | $6,689+19.7% |
| Admin fee / account holder | $22,063 | $8,407+162.4% | $7,380+199.0% | $13,398+64.7% |