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 | $455,876 | $175,259+160.1% | $149,723+204.5% | $139,487+226.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 166.82%-151.0pp | 134.50%-118.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $25,313 | $5,478+362.1% | $4,821+425.0% | $4,755+432.4% |
| Participant deferral / active EE | $7,009 | $6,522+7.5% | $5,682+23.3% | $6,713+4.4% |
| Admin fee / account holder | $18,166 | $16,158+12.4% | $13,215+37.5% | $11,407+59.3% |