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 | $527,879 | $178,174+196.3% | $156,181+238.0% | $137,256+284.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.00% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $24,222 | $4,972+387.2% | $4,294+464.1% | $4,156+482.8% |
| Participant deferral / active EE | $11,638 | $6,888+69.0% | $6,132+89.8% | $6,407+81.7% |
| Admin fee / account holder | $7,059 | $17,404-59.4% | $14,586-51.6% | $12,270-42.5% |