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 | $549,393 | $176,105+212.0% | $159,474+244.5% | $167,536+227.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.91%-322.0pp | 263.68%-253.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $9,292 | $5,299+75.4% | $4,831+92.4% | $4,839+92.0% |
| Participant deferral / active EE | $20,400 | $7,751+163.2% | $7,353+177.4% | $6,342+221.7% |
| Admin fee / account holder | $47,938 | $12,559+281.7% | $10,802+343.8% | $12,315+289.3% |