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 | $511,199 | $160,028+219.4% | $147,080+247.6% | $145,884+250.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,665 | $5,286-30.7% | $4,933-25.7% | $4,662-21.4% |
| Participant deferral / active EE | $13,805 | $8,422+63.9% | $8,066+71.1% | $6,690+106.4% |
| Admin fee / account holder | $14,832 | $15,030-1.3% | $12,989+14.2% | $13,392+10.8% |