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 | $493,523 | $175,259+181.6% | $149,723+229.6% | $139,487+253.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.43% | 166.82%-148.4pp | 134.50%-116.1pp | 373.84%-355.4pp |
| Employer contribution / active EE | $9,286 | $5,478+69.5% | $4,821+92.6% | $4,755+95.3% |
| Participant deferral / active EE | $12,606 | $6,522+93.3% | $5,682+121.8% | $6,713+87.8% |
| Admin fee / account holder | $13,679 | $16,158-15.3% | $13,215+3.5% | $11,407+19.9% |