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 | $576,713 | $162,136+255.7% | $152,301+278.7% | $154,746+272.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.86% | 91.02%-66.2pp | 80.50%-55.6pp | 172.34%-147.5pp |
| Employer contribution / active EE | $8,122 | $4,890+66.1% | $4,624+75.6% | $4,379+85.5% |
| Participant deferral / active EE | $5,869 | $8,341-29.6% | $8,004-26.7% | $6,730-12.8% |
| Admin fee / account holder | $110,819 | $15,759+603.2% | $14,398+669.7% | $14,365+671.4% |