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 | $410,544 | $156,398+162.5% | $147,318+178.7% | $138,895+195.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.40% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $14,150 | $4,853+191.6% | $4,593+208.1% | $4,194+237.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,268 | $14,976+15.3% | $13,708+26.0% | $12,562+37.5% |