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 | $406,512 | $212,386+91.4% | $199,883+103.4% | $138,895+192.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.09% | 47.75%-30.7pp | 43.81%-26.7pp | 145.39%-128.3pp |
| Employer contribution / active EE | $15,371 | $6,625+132.0% | $6,261+145.5% | $4,194+266.5% |
| Participant deferral / active EE | $10,078 | $9,617+4.8% | $9,138+10.3% | $6,396+57.6% |
| Admin fee / account holder | $2,215 | $18,233-87.9% | $17,268-87.2% | $12,562-82.4% |