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 | $496,749 | $209,422+137.2% | $178,503+178.3% | $158,982+212.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.67% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $11,324 | $5,707+98.4% | $5,011+126.0% | $4,763+137.8% |
| Participant deferral / active EE | $9,281 | $5,955+55.9% | $5,202+78.4% | $5,983+55.1% |
| Admin fee / account holder | $11,127 | $17,079-34.9% | $13,987-20.5% | $11,252-1.1% |