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 | $618,555 | $84,713+630.2% | $75,717+716.9% | $167,518+269.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.52% | 199.49%-190.0pp | 104.58%-95.1pp | 478.71%-469.2pp |
| Employer contribution / active EE | $14,099 | $3,229+336.6% | $2,743+414.0% | $4,838+191.4% |
| Participant deferral / active EE | $9,725 | $4,578+112.4% | $3,821+154.5% | $6,342+53.3% |
| Admin fee / account holder | $7,036 | $5,357+31.3% | $3,619+94.4% | $12,312-42.9% |