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 | $612,222 | $225,673+171.3% | $203,872+200.3% | $155,188+294.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.72% | 95.91%-83.2pp | 85.11%-72.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $24,253 | $4,099+491.7% | $3,757+545.4% | $4,248+470.9% |
| Participant deferral / active EE | $17,238 | $6,893+150.1% | $6,388+169.9% | $6,531+163.9% |
| Admin fee / account holder | $3,826 | $12,327-69.0% | $11,730-67.4% | $14,480-73.6% |