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 | $550,125 | $154,193+256.8% | $130,045+323.0% | $139,466+294.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 32.51%-20.3pp | -137.30%+149.5pp | 373.66%-361.5pp |
| Employer contribution / active EE | $9,813 | $5,292+85.4% | $4,321+127.1% | $4,754+106.4% |
| Participant deferral / active EE | $20,129 | $6,709+200.1% | $5,820+245.9% | $6,712+199.9% |
| Admin fee / account holder | $83,930 | $13,989+500.0% | $10,600+691.8% | $11,409+635.7% |