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 | $519,048 | $111,830+364.1% | $93,696+454.0% | $145,884+255.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.37% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $13,500 | $3,093+336.5% | $2,422+457.4% | $4,662+189.6% |
| Participant deferral / active EE | $5,578 | $4,920+13.4% | $4,417+26.3% | $6,690-16.6% |
| Admin fee / account holder | $14,086 | $10,249+37.4% | $8,287+70.0% | $13,392+5.2% |