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 | $530,822 | $166,242+219.3% | $165,071+221.6% | $145,884+263.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.39% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,745 | $5,283-10.2% | $4,347+9.2% | $4,662+1.8% |
| Participant deferral / active EE | $17,715 | $6,964+154.4% | $6,035+193.5% | $6,690+164.8% |
| Admin fee / account holder | $4,289 | $16,658-74.3% | $12,695-66.2% | $13,392-68.0% |