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 | $648,194 | $156,398+314.5% | $147,318+340.0% | $138,895+366.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 61.42% | 78.75%-17.3pp | 70.43%-9.0pp | 145.39%-84.0pp |
| Employer contribution / active EE | $13,000 | $4,853+167.9% | $4,593+183.0% | $4,194+209.9% |
| Participant deferral / active EE | $13,000 | $8,237+57.8% | $7,906+64.4% | $6,396+103.2% |
| Admin fee / account holder | $26,625 | $14,976+77.8% | $13,708+94.2% | $12,562+111.9% |