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 | $487,993 | $176,120+177.1% | $159,487+206.0% | $167,553+191.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.90% | 331.95%-305.0pp | 263.71%-236.8pp | 478.89%-452.0pp |
| Employer contribution / active EE | $15,000 | $5,299+183.1% | $4,831+210.5% | $4,840+209.9% |
| Participant deferral / active EE | $5,965 | $7,752-23.0% | $7,354-18.9% | $6,343-6.0% |
| Admin fee / account holder | $23,782 | $12,561+89.3% | $10,804+120.1% | $12,316+93.1% |