Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $468,275 | $223,823+109.2% | $211,142+121.8% | $154,746+202.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.07% | 50.39%-25.3pp | 46.84%-21.8pp | 172.34%-147.3pp |
| Employer contribution / active EE | $41,357 | $6,787+509.4% | $6,442+542.0% | $4,379+844.4% |
| Participant deferral / active EE | $37,714 | $9,750+286.8% | $9,284+306.2% | $6,730+460.4% |
| Admin fee / account holder | $73,495 | $19,707+272.9% | $19,076+285.3% | $14,365+411.6% |