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 | $504,081 | $129,737+288.5% | $119,126+323.1% | $154,746+225.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.27% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $9,793 | $4,375+123.8% | $4,034+142.8% | $4,379+123.6% |
| Participant deferral / active EE | $9,678 | $5,842+65.7% | $5,318+82.0% | $6,730+43.8% |
| Admin fee / account holder | $5,103 | $11,961-57.3% | $10,693-52.3% | $14,365-64.5% |