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 | $514,065 | $196,972+161.0% | $182,262+182.0% | $198,609+158.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.36% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $21,868 | $5,364+307.7% | $5,046+333.4% | $5,055+332.6% |
| Participant deferral / active EE | $22,261 | $8,643+157.6% | $8,276+169.0% | $6,977+219.1% |
| Admin fee / account holder | $2,334 | $18,429-87.3% | $16,712-86.0% | $19,030-87.7% |