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 | $442,460 | $176,120+151.2% | $159,487+177.4% | $167,553+164.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.46% | 331.95%-317.5pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $5,308 | $5,299+0.2% | $4,831+9.9% | $4,840+9.7% |
| Participant deferral / active EE | $10,157 | $7,752+31.0% | $7,354+38.1% | $6,343+60.1% |
| Admin fee / account holder | $463 | $12,561-96.3% | $10,804-95.7% | $12,316-96.2% |