Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $557,038 | $162,812+242.1% | $133,971+315.8% | $158,966+250.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.11% | 41.94%-27.8pp | 45.09%-31.0pp | 302.95%-288.8pp |
| Employer contribution / active EE | $24,398 | $4,976+390.3% | $3,919+522.6% | $4,762+412.3% |
| Participant deferral / active EE | $10,454 | $5,910+76.9% | $5,047+107.1% | $5,983+74.7% |
| Admin fee / account holder | $9,845 | $11,741-16.1% | $8,929+10.3% | $11,250-12.5% |