Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $474,162 | $183,516+158.4% | $155,534+204.9% | $145,884+225.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $26,742 | $5,315+403.2% | $4,675+472.1% | $4,662+473.6% |
| Participant deferral / active EE | $17,043 | $6,467+163.6% | $5,630+202.7% | $6,690+154.8% |
| Admin fee / account holder | $20,719 | $19,293+7.4% | $15,900+30.3% | $13,392+54.7% |