Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $924,544 | $150,346+514.9% | $120,524+667.1% | $145,877+533.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 154.40%-134.0pp | 107.36%-87.0pp | 551.28%-530.9pp |
| Employer contribution / active EE | $4,238 | $4,353-2.7% | $3,469+22.2% | $4,663-9.1% |
| Participant deferral / active EE | $34,500 | $6,172+459.0% | $4,994+590.9% | $6,691+415.7% |
| Admin fee / account holder | $5,849 | $12,215-52.1% | $9,440-38.0% | $13,402-56.4% |