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 | $653,870 | $150,447+334.6% | $136,298+379.7% | $147,586+343.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $14,589 | $5,256+177.5% | $4,696+210.7% | $4,876+199.2% |
| Participant deferral / active EE | $12,796 | $6,631+93.0% | $6,247+104.8% | $5,439+135.3% |
| Admin fee / account holder | $6,420 | $10,906-41.1% | $9,244-30.5% | $10,886-41.0% |