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 | $510,169 | $217,432+134.6% | $185,851+174.5% | $167,553+204.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.94% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $23,906 | $5,874+306.9% | $5,168+362.5% | $4,840+394.0% |
| Participant deferral / active EE | $16,376 | $6,357+157.6% | $5,569+194.1% | $6,343+158.2% |
| Admin fee / account holder | $2,171 | $19,820-89.0% | $16,245-86.6% | $12,316-82.4% |