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 | $448,197 | $148,623+201.6% | $135,974+229.6% | $139,466+221.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.96% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $25,140 | $5,246+379.2% | $4,859+417.4% | $4,754+428.8% |
| Participant deferral / active EE | $18,778 | $8,103+131.7% | $7,760+142.0% | $6,712+179.8% |
| Admin fee / account holder | $111,918 | $12,406+802.2% | $10,767+939.5% | $11,409+881.0% |