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 | $495,101 | $176,120+181.1% | $159,487+210.4% | $167,553+195.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.90% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $9,074 | $5,299+71.2% | $4,831+87.8% | $4,840+87.5% |
| Participant deferral / active EE | $18,795 | $7,752+142.5% | $7,354+155.6% | $6,343+196.3% |
| Admin fee / account holder | $100,175 | $12,561+697.5% | $10,804+827.2% | $12,316+713.4% |