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 | $536,395 | $196,972+172.3% | $182,262+194.3% | $198,609+170.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.60% | 158.27%-146.7pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $22,634 | $5,364+322.0% | $5,046+348.6% | $5,055+347.7% |
| Participant deferral / active EE | $27,250 | $8,643+215.3% | $8,276+229.2% | $6,977+290.6% |
| Admin fee / account holder | $5,208 | $18,429-71.7% | $16,712-68.8% | $19,030-72.6% |