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 | $482,575 | $144,130+234.8% | $117,861+309.4% | $147,586+227.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.89% | 531.20%-520.3pp | 335.11%-324.2pp | 578.59%-567.7pp |
| Employer contribution / active EE | $8,261 | $4,897+68.7% | $3,786+118.2% | $4,876+69.4% |
| Participant deferral / active EE | $15,429 | $5,316+190.2% | $4,482+244.2% | $5,439+183.7% |
| Admin fee / account holder | $7,229 | $10,887-33.6% | $8,021-9.9% | $10,886-33.6% |