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 | $506,853 | $201,370+151.7% | $184,256+175.1% | $145,897+247.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 29.05%-12.7pp | 28.85%-12.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $14,845 | $7,024+111.3% | $6,427+131.0% | $4,663+218.4% |
| Participant deferral / active EE | $18,439 | $9,808+88.0% | $9,133+101.9% | $6,689+175.7% |
| Admin fee / account holder | $3,340 | $16,364-79.6% | $13,899-76.0% | $13,390-75.1% |