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 | $562,671 | $181,062+210.8% | $158,223+255.6% | $155,188+262.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.10% | 57.39%-35.3pp | 52.09%-30.0pp | 148.84%-126.7pp |
| Employer contribution / active EE | $19,602 | $4,565+329.4% | $4,109+377.1% | $4,248+361.5% |
| Participant deferral / active EE | $21,140 | $6,134+244.6% | $5,467+286.7% | $6,531+223.7% |
| Admin fee / account holder | $15,316 | $18,825-18.6% | $16,047-4.6% | $14,480+5.8% |