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 | $492,973 | $183,539+168.6% | $155,556+216.9% | $145,897+237.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $49,776 | $5,315+836.5% | $4,675+964.6% | $4,663+967.6% |
| Participant deferral / active EE | $22,170 | $6,467+242.8% | $5,631+293.7% | $6,689+231.4% |
| Admin fee / account holder | $120,844 | $19,275+527.0% | $15,885+660.7% | $13,390+802.5% |