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 | $496,339 | $185,856+167.1% | $170,028+191.9% | $139,456+255.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.28% | 60.52%-48.2pp | 53.39%-41.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $9,362 | $7,593+23.3% | $6,788+37.9% | $4,753+97.0% |
| Participant deferral / active EE | $13,730 | $11,623+18.1% | $10,409+31.9% | $6,711+104.6% |
| Admin fee / account holder | $35,001 | $15,387+127.5% | $12,820+173.0% | $11,407+206.8% |