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 | $540,178 | $217,432+148.4% | $185,849+190.7% | $167,536+222.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.75% | 148.42%-128.7pp | 122.10%-102.4pp | 478.82%-459.1pp |
| Employer contribution / active EE | $3,567 | $5,875-39.3% | $5,169-31.0% | $4,839-26.3% |
| Participant deferral / active EE | $5,561 | $6,357-12.5% | $5,569-0.1% | $6,342-12.3% |
| Admin fee / account holder | $3,124 | $19,818-84.2% | $16,244-80.8% | $12,315-74.6% |