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 | $494,280 | $157,304+214.2% | $141,197+250.1% | $152,909+223.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.18% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $4,875 | $5,263-7.4% | $4,736+2.9% | $4,764+2.3% |
| Participant deferral / active EE | $9,216 | $7,111+29.6% | $6,710+37.3% | $5,851+57.5% |
| Admin fee / account holder | $8,711 | $12,126-28.2% | $10,265-15.1% | $11,601-24.9% |