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 | $586,228 | $197,603+196.7% | $177,827+229.7% | $158,950+268.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.14% | 58.76%-37.6pp | 48.32%-27.2pp | 302.91%-281.8pp |
| Employer contribution / active EE | $9,936 | $6,698+48.4% | $5,918+67.9% | $4,762+108.7% |
| Participant deferral / active EE | $10,854 | $8,404+29.1% | $7,713+40.7% | $5,983+81.4% |
| Admin fee / account holder | $2,384 | $15,402-84.5% | $12,429-80.8% | $11,248-78.8% |