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 | $576,789 | $165,399+248.7% | $149,745+285.2% | $158,982+262.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 71.99% | 348.34%-276.3pp | 276.72%-204.7pp | 302.99%-231.0pp |
| Employer contribution / active EE | $10,195 | $5,105+99.7% | $4,646+119.5% | $4,763+114.1% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $73,159 | $10,811+576.7% | $9,312+685.7% | $11,252+550.2% |