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 | $543,817 | $156,398+247.7% | $147,318+269.1% | $138,895+291.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.68% | 78.75%-65.1pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $5,897 | $4,853+21.5% | $4,593+28.4% | $4,194+40.6% |
| Participant deferral / active EE | $17,190 | $8,237+108.7% | $7,906+117.4% | $6,396+168.7% |
| Admin fee / account holder | $36,208 | $14,976+141.8% | $13,708+164.1% | $12,562+188.2% |