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 | $485,155 | $156,398+210.2% | $147,318+229.3% | $138,895+249.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.29% | 78.75%-66.5pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $22,103 | $4,853+355.4% | $4,593+381.2% | $4,194+427.0% |
| Participant deferral / active EE | $17,028 | $8,237+106.7% | $7,906+115.4% | $6,396+166.2% |
| Admin fee / account holder | $3,679 | $14,976-75.4% | $13,708-73.2% | $12,562-70.7% |