Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $591,974 | $176,120+236.1% | $159,487+271.2% | $167,553+253.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.41% | 331.95%-317.5pp | 263.71%-249.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $2,391 | $5,299-54.9% | $4,831-50.5% | $4,840-50.6% |
| Participant deferral / active EE | $15,541 | $7,752+100.5% | $7,354+111.3% | $6,343+145.0% |
| Admin fee / account holder | $8,865 | $12,561-29.4% | $10,804-17.9% | $12,316-28.0% |