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 | $515,822 | $176,120+192.9% | $159,487+223.4% | $167,553+207.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 331.95%-316.7pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,282 | $5,299-38.1% | $4,831-32.1% | $4,840-32.2% |
| Participant deferral / active EE | $15,475 | $7,752+99.6% | $7,354+110.4% | $6,343+144.0% |
| Admin fee / account holder | $8,408 | $12,561-33.1% | $10,804-22.2% | $12,316-31.7% |