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 | $526,315 | $150,446+249.8% | $136,297+286.2% | $147,585+256.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.78% | 1049.14%-1033.4pp | 5156.19%-5140.4pp | 578.58%-562.8pp |
| Employer contribution / active EE | $15,655 | $5,256+197.8% | $4,696+233.4% | $4,876+221.0% |
| Participant deferral / active EE | $10,118 | $6,631+52.6% | $6,247+62.0% | $5,439+86.0% |
| Admin fee / account holder | $5,783 | $10,906-47.0% | $9,244-37.4% | $10,886-46.9% |