Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $528,332 | $209,422+152.3% | $178,503+196.0% | $158,982+232.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.91% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $12,525 | $5,707+119.5% | $5,011+149.9% | $4,763+163.0% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $14,439 | $17,079-15.5% | $13,987+3.2% | $11,252+28.3% |