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 | $556,177 | $180,749+207.7% | $160,784+245.9% | $137,256+305.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.86% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $19,332 | $4,155+365.2% | $3,733+417.9% | $4,156+365.2% |
| Participant deferral / active EE | $11,898 | $6,844+73.8% | $6,293+89.1% | $6,407+85.7% |
| Admin fee / account holder | $1,541 | $10,397-85.2% | $9,717-84.1% | $12,270-87.4% |