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 | $698,579 | $144,130+384.7% | $117,861+492.7% | $147,586+373.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.12% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,596 | $4,897-67.4% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $5,410 | $5,316+1.8% | $4,482+20.7% | $5,439-0.5% |
| Admin fee / account holder | $26,048 | $10,887+139.3% | $8,021+224.8% | $10,886+139.3% |