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 | $544,597 | $176,120+209.2% | $159,487+241.5% | $167,553+225.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.14% | 331.95%-314.8pp | 263.71%-246.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $20,991 | $5,299+296.1% | $4,831+334.5% | $4,840+333.7% |
| Participant deferral / active EE | $14,696 | $7,752+89.6% | $7,354+99.8% | $6,343+131.7% |
| Admin fee / account holder | $12,570 | $12,561+0.1% | $10,804+16.3% | $12,316+2.1% |