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 | $546,375 | $154,754+253.1% | $124,206+339.9% | $138,895+293.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.64% | 709.28%-692.6pp | 515.27%-498.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $24,732 | $4,446+456.2% | $3,540+598.6% | $4,194+489.7% |
| Participant deferral / active EE | $24,764 | $4,621+435.9% | $3,968+524.2% | $6,396+287.2% |
| Admin fee / account holder | $9,953 | $6,690+48.8% | $5,929+67.9% | $12,562-20.8% |