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 | $491,427 | $156,398+214.2% | $147,318+233.6% | $138,895+253.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.37% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $16,362 | $4,853+237.1% | $4,593+256.3% | $4,194+290.1% |
| Participant deferral / active EE | $16,293 | $8,237+97.8% | $7,906+106.1% | $6,396+154.7% |
| Admin fee / account holder | $10,009 | $14,976-33.2% | $13,708-27.0% | $12,562-20.3% |