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 | $498,408 | $209,425+138.0% | $178,499+179.2% | $158,966+213.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 14.69% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $15,931 | $5,707+179.1% | $5,011+217.9% | $4,762+234.5% |
| Participant deferral / active EE | $15,826 | $5,955+165.8% | $5,202+204.2% | $5,983+164.5% |
| Admin fee / account holder | $841 | $17,078-95.1% | $13,986-94.0% | $11,250-92.5% |