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 | $531,391 | $134,817+294.2% | $123,973+328.6% | $155,188+242.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.99% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $38,555 | $4,425+771.3% | $4,126+834.5% | $4,248+807.6% |
| Participant deferral / active EE | $9,214 | $5,706+61.5% | $5,247+75.6% | $6,531+41.1% |
| Admin fee / account holder | $3,510 | $13,245-73.5% | $11,799-70.3% | $14,480-75.8% |