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 | $485,056 | $217,432+123.1% | $185,851+161.0% | $167,553+189.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.26% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.6pp |
| Employer contribution / active EE | $13,089 | $5,874+122.8% | $5,168+153.2% | $4,840+170.4% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $3,736 | $19,820-81.2% | $16,245-77.0% | $12,316-69.7% |