Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $501,198 | $125,237+300.2% | $105,608+374.6% | $145,877+243.6% |
| Participation rate | 93.3% | 77.7%+15.7pp | 75.3%+18.0pp | 80.3%+13.0pp |
| Annual return | 33.11% | 225.76%-192.6pp | 116.50%-83.4pp | 551.28%-518.2pp |
| Employer contribution / active EE | $3,551 | $3,720-4.6% | $3,167+12.1% | $4,663-23.9% |
| Participant deferral / active EE | $17,910 | $5,711+213.6% | $5,010+257.5% | $6,691+167.7% |
| Admin fee / account holder | $687 | $17,287-96.0% | $11,028-93.8% | $13,402-94.9% |