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 | $505,615 | $181,062+179.3% | $158,223+219.6% | $155,188+225.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.87% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $16,335 | $4,565+257.9% | $4,109+297.6% | $4,248+284.6% |
| Participant deferral / active EE | $7,478 | $6,134+21.9% | $5,467+36.8% | $6,531+14.5% |
| Admin fee / account holder | $40,863 | $18,825+117.1% | $16,047+154.6% | $14,480+182.2% |