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 | $111,535+352.0% | $105,223+379.1% | $137,256+267.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.27% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $9,793 | $3,939+148.6% | $3,689+165.5% | $4,156+135.6% |
| Participant deferral / active EE | $9,678 | $5,500+76.0% | $5,072+90.8% | $6,407+51.1% |
| Admin fee / account holder | $5,103 | $9,721-47.5% | $8,859-42.4% | $12,270-58.4% |