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 | $752,361 | $149,040+404.8% | $120,225+525.8% | $137,256+448.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.11% | 605.68%-589.6pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $15,672 | $4,350+260.3% | $3,475+350.9% | $4,156+277.1% |
| Participant deferral / active EE | $17,860 | $4,655+283.7% | $3,999+346.6% | $6,407+178.8% |
| Admin fee / account holder | $4,352 | $6,348-31.4% | $5,696-23.6% | $12,270-64.5% |