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 | $582,818 | $225,673+158.3% | $203,872+185.9% | $155,188+275.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.70% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $19,000 | $4,099+363.6% | $3,757+405.7% | $4,248+347.3% |
| Participant deferral / active EE | $30,500 | $6,893+342.5% | $6,388+377.5% | $6,531+367.0% |
| Admin fee / account holder | $20,071 | $12,327+62.8% | $11,730+71.1% | $14,480+38.6% |