Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $478,368 | $156,398+205.9% | $147,318+224.7% | $138,895+244.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.57% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $25,647 | $4,853+428.4% | $4,593+458.4% | $4,194+511.5% |
| Participant deferral / active EE | $15,750 | $8,237+91.2% | $7,906+99.2% | $6,396+146.2% |
| Admin fee / account holder | $2,031 | $14,976-86.4% | $13,708-85.2% | $12,562-83.8% |