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 | $489,613 | $176,120+178.0% | $159,487+207.0% | $167,553+192.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.86% | 331.95%-310.1pp | 263.71%-241.8pp | 478.89%-457.0pp |
| Employer contribution / active EE | $2,273 | $5,299-57.1% | $4,831-53.0% | $4,840-53.0% |
| Participant deferral / active EE | $10,400 | $7,752+34.2% | $7,354+41.4% | $6,343+64.0% |
| Admin fee / account holder | $7,943 | $12,561-36.8% | $10,804-26.5% | $12,316-35.5% |