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 | $672,467 | $156,963+328.4% | $121,204+454.8% | $139,466+382.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 13.66% | 1476.75%-1463.1pp | 987.18%-973.5pp | 373.66%-360.0pp |
| Employer contribution / active EE | $25,875 | $5,544+366.7% | $4,170+520.5% | $4,754+444.3% |
| Participant deferral / active EE | $15,000 | $4,848+209.4% | $4,083+267.4% | $6,712+123.5% |
| Admin fee / account holder | $23,315 | $6,953+235.3% | $5,651+312.6% | $11,409+104.4% |