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 | $639,251 | $185,312+245.0% | $161,489+295.8% | $154,746+313.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.46% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $11,000 | $4,769+130.7% | $4,268+157.7% | $4,379+151.2% |
| Participant deferral / active EE | $23,496 | $6,350+270.0% | $5,630+317.3% | $6,730+249.1% |
| Admin fee / account holder | $4,510 | $18,654-75.8% | $16,006-71.8% | $14,365-68.6% |