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 | $523,318 | $209,874+149.3% | $189,537+176.1% | $167,536+212.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.03% | 748.61%-733.6pp | 555.34%-540.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $22,994 | $6,913+232.6% | $6,161+273.2% | $4,839+375.2% |
| Participant deferral / active EE | $17,283 | $8,934+93.5% | $8,220+110.2% | $6,342+172.5% |
| Admin fee / account holder | $6,773 | $14,299-52.6% | $12,048-43.8% | $12,315-45.0% |