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 | $531,187 | $217,432+144.3% | $185,849+185.8% | $167,536+217.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.40% | 148.42%-115.0pp | 122.10%-88.7pp | 478.82%-445.4pp |
| Employer contribution / active EE | $17,500 | $5,875+197.9% | $5,169+238.6% | $4,839+261.6% |
| Participant deferral / active EE | $23,833 | $6,357+274.9% | $5,569+328.0% | $6,342+275.8% |
| Admin fee / account holder | $2,683 | $19,818-86.5% | $16,244-83.5% | $12,315-78.2% |