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 | $508,920 | $183,539+177.3% | $155,556+227.2% | $145,897+248.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $10,120 | $5,315+90.4% | $4,675+116.5% | $4,663+117.0% |
| Participant deferral / active EE | $10,450 | $6,467+61.6% | $5,631+85.6% | $6,689+56.2% |
| Admin fee / account holder | $13,891 | $19,275-27.9% | $15,885-12.6% | $13,390+3.7% |