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 | $549,825 | $176,120+212.2% | $159,487+244.7% | $167,553+228.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.11% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $6,725 | $5,299+26.9% | $4,831+39.2% | $4,840+39.0% |
| Participant deferral / active EE | $13,616 | $7,752+75.6% | $7,354+85.2% | $6,343+114.7% |
| Admin fee / account holder | $12,504 | $12,561-0.5% | $10,804+15.7% | $12,316+1.5% |