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 | $624,479 | $217,432+187.2% | $185,849+236.0% | $167,536+272.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.69% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $5,000 | $5,875-14.9% | $5,169-3.3% | $4,839+3.3% |
| Participant deferral / active EE | $5,060 | $6,357-20.4% | $5,569-9.1% | $6,342-20.2% |
| Admin fee / account holder | $6,803 | $19,818-65.7% | $16,244-58.1% | $12,315-44.8% |