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 | $477,730 | $98,776+383.7% | $149,745+219.0% | $79,856+498.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.12% | 27.38%-0.3pp | 276.72%-249.6pp | 31.71%-4.6pp |
| Employer contribution / active EE | $4,884 | $3,217+51.8% | $4,646+5.1% | $2,471+97.6% |
| Participant deferral / active EE | $9,604 | $5,681+69.0% | $6,843+40.3% | $3,741+156.7% |
| Admin fee / account holder | $5,842 | $6,053-3.5% | $9,312-37.3% | $5,306+10.1% |