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 | $422,709 | $98,776+327.9% | $149,745+182.3% | $79,856+429.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.67% | 27.38%-11.7pp | 276.72%-261.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $15,544 | $3,217+383.1% | $4,646+234.6% | $2,471+529.0% |
| Participant deferral / active EE | $7,402 | $5,681+30.3% | $6,843+8.2% | $3,741+97.9% |
| Admin fee / account holder | $123,453 | $6,053+1939.6% | $9,312+1225.8% | $5,306+2226.5% |