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 | $621,209 | $183,516+238.5% | $155,534+299.4% | $145,884+325.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 61.43%-42.3pp | 64.92%-45.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $9,016 | $5,315+69.6% | $4,675+92.9% | $4,662+93.4% |
| Participant deferral / active EE | $11,507 | $6,467+77.9% | $5,630+104.4% | $6,690+72.0% |
| Admin fee / account holder | $12,484 | $19,293-35.3% | $15,900-21.5% | $13,392-6.8% |