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 | $154,754+386.2% | $124,206+505.7% | $138,895+441.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.11% | 709.28%-693.2pp | 515.27%-499.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $15,672 | $4,446+252.5% | $3,540+342.7% | $4,194+273.7% |
| Participant deferral / active EE | $17,860 | $4,621+286.5% | $3,968+350.1% | $6,396+179.2% |
| Admin fee / account holder | $4,352 | $6,690-34.9% | $5,929-26.6% | $12,562-65.4% |