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 | $491,110 | $166,268+195.4% | $165,100+197.5% | $145,897+236.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.08% | 100.52%-82.4pp | 70.21%-52.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $15,864 | $5,284+200.2% | $4,348+264.9% | $4,663+240.2% |
| Participant deferral / active EE | $2,745 | $6,964-60.6% | $6,035-54.5% | $6,689-59.0% |
| Admin fee / account holder | $1,813 | $16,659-89.1% | $12,696-85.7% | $13,390-86.5% |