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 | $502,902 | $165,381+204.1% | $149,730+235.9% | $158,966+216.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.40% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $11,558 | $5,104+126.4% | $4,645+148.8% | $4,762+142.7% |
| Participant deferral / active EE | $17,567 | $7,182+144.6% | $6,843+156.7% | $5,983+193.6% |
| Admin fee / account holder | $15,146 | $10,809+40.1% | $9,310+62.7% | $11,250+34.6% |