Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $523,769 | $227,291+130.4% | $214,702+144.0% | $155,188+237.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 24.47% | 60.08%-35.6pp | 54.55%-30.1pp | 148.84%-124.4pp |
| Employer contribution / active EE | $20,536 | $6,772+203.3% | $6,461+217.9% | $4,248+383.5% |
| Participant deferral / active EE | $18,432 | $9,582+92.4% | $9,147+101.5% | $6,531+182.2% |
| Admin fee / account holder | $1,363 | $20,413-93.3% | $19,830-93.1% | $14,480-90.6% |