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 | $502,117 | $172,111+191.7% | $150,298+234.1% | $137,256+265.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.30% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $15,345 | $4,636+231.0% | $4,154+269.4% | $4,156+269.2% |
| Participant deferral / active EE | $7,654 | $6,166+24.1% | $5,453+40.4% | $6,407+19.5% |
| Admin fee / account holder | $8,130 | $16,471-50.6% | $14,116-42.4% | $12,270-33.7% |