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 | $504,181 | $196,972+156.0% | $182,262+176.6% | $198,609+153.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.03% | 158.27%-147.2pp | 140.60%-129.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $80,848 | $5,364+1407.4% | $5,046+1502.3% | $5,055+1499.2% |
| Participant deferral / active EE | $46,444 | $8,643+437.4% | $8,276+461.2% | $6,977+565.7% |
| Admin fee / account holder | $21,009 | $18,429+14.0% | $16,712+25.7% | $19,030+10.4% |