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 | $538,449 | $165,399+225.5% | $149,745+259.6% | $158,982+238.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.57% | 348.34%-338.8pp | 276.72%-267.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $14,075 | $5,105+175.7% | $4,646+203.0% | $4,763+195.5% |
| Participant deferral / active EE | $8,240 | $7,183+14.7% | $6,843+20.4% | $5,983+37.7% |
| Admin fee / account holder | $1,090 | $10,811-89.9% | $9,312-88.3% | $11,252-90.3% |