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 | $489,732 | $85,060+475.8% | $70,565+594.0% | $139,487+251.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.19% | 30.39%-10.2pp | 32.79%-12.6pp | 373.84%-353.7pp |
| Employer contribution / active EE | $25,221 | $3,912+544.7% | $2,976+747.5% | $4,755+430.4% |
| Participant deferral / active EE | $15,155 | $5,891+157.2% | $4,568+231.8% | $6,713+125.8% |
| Admin fee / account holder | $3,140 | $8,932-64.8% | $6,430-51.2% | $11,407-72.5% |