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 | $523,420 | $150,197+248.5% | $120,368+334.8% | $145,959+258.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 154.26%-141.4pp | 107.26%-94.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $4,954 | $4,350+13.9% | $3,465+43.0% | $4,661+6.3% |
| Participant deferral / active EE | $11,500 | $6,174+86.3% | $4,991+130.4% | $6,689+71.9% |
| Admin fee / account holder | $8,244 | $12,216-32.5% | $9,429-12.6% | $13,398-38.5% |