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 | $529,518 | $183,592+188.4% | $155,567+240.4% | $145,959+262.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.52% | 61.24%-21.7pp | 64.74%-25.2pp | 561.95%-522.4pp |
| Employer contribution / active EE | $15,225 | $5,315+186.5% | $4,674+225.7% | $4,661+226.7% |
| Participant deferral / active EE | $15,180 | $6,464+134.8% | $5,628+169.7% | $6,689+127.0% |
| Admin fee / account holder | $2,092 | $19,318-89.2% | $15,916-86.9% | $13,398-84.4% |