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 | $404,302 | $162,136+149.4% | $152,301+165.5% | $154,746+161.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.89% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $12,956 | $4,890+164.9% | $4,624+180.2% | $4,379+195.9% |
| Participant deferral / active EE | $11,255 | $8,341+34.9% | $8,004+40.6% | $6,730+67.2% |
| Admin fee / account holder | $23,312 | $15,759+47.9% | $14,398+61.9% | $14,365+62.3% |