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 | $431,314 | $165,381+160.8% | $149,730+188.1% | $158,966+171.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.09% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $11,745 | $5,104+130.1% | $4,645+152.8% | $4,762+146.6% |
| Participant deferral / active EE | $14,604 | $7,182+103.3% | $6,843+113.4% | $5,983+144.1% |
| Admin fee / account holder | $8,188 | $10,809-24.3% | $9,310-12.1% | $11,250-27.2% |