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 | $435,593 | $165,399+163.4% | $149,745+190.9% | $158,982+174.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.06% | 348.34%-303.3pp | 276.72%-231.7pp | 302.99%-257.9pp |
| Employer contribution / active EE | $9,420 | $5,105+84.5% | $4,646+102.8% | $4,763+97.8% |
| Participant deferral / active EE | $11,322 | $7,183+57.6% | $6,843+65.4% | $5,983+89.2% |
| Admin fee / account holder | $527 | $10,811-95.1% | $9,312-94.3% | $11,252-95.3% |