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 | $516,926 | $81,696+532.7% | $70,494+633.3% | $158,982+225.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.73% | 208.70%-194.0pp | 109.16%-94.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $3,113 | $3,220-3.3% | $2,738+13.7% | $4,763-34.6% |
| Participant deferral / active EE | $12,742 | $4,558+179.6% | $3,711+243.4% | $5,983+113.0% |
| Admin fee / account holder | $5,696 | $6,200-8.1% | $3,848+48.0% | $11,252-49.4% |