Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $577,914 | $183,978+214.1% | $162,171+256.4% | $152,885+278.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 39.77% | 150.78%-111.0pp | 115.60%-75.8pp | 345.39%-305.6pp |
| Employer contribution / active EE | $19,905 | $6,370+212.5% | $5,613+254.6% | $4,763+317.9% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $75,194 | $13,122+473.0% | $10,843+593.5% | $11,598+548.3% |