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 | $462,340 | $175,231+163.8% | $149,696+208.9% | $139,466+231.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 166.77%-149.0pp | 134.46%-116.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,683 | $5,478-32.8% | $4,821-23.6% | $4,754-22.5% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $4,822 | $16,155-70.2% | $13,212-63.5% | $11,409-57.7% |