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 | $563,197 | $183,539+206.9% | $155,556+262.1% | $145,897+286.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 61.31%-46.0pp | 64.84%-49.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,612 | $5,315+156.1% | $4,675+191.1% | $4,663+191.9% |
| Participant deferral / active EE | $20,331 | $6,467+214.4% | $5,631+261.1% | $6,689+203.9% |
| Admin fee / account holder | $2,103 | $19,275-89.1% | $15,885-86.8% | $13,390-84.3% |