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 | $641,805 | $114,119+462.4% | $107,187+498.8% | $138,895+362.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.20% | 273.21%-258.0pp | 204.55%-189.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $28,341 | $4,059+598.3% | $3,782+649.3% | $4,194+575.7% |
| Participant deferral / active EE | $16,943 | $5,538+206.0% | $5,096+232.5% | $6,396+164.9% |
| Admin fee / account holder | $4,453 | $10,024-55.6% | $9,162-51.4% | $12,562-64.6% |