Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $465,649 | $183,592+153.6% | $155,567+199.3% | $145,959+219.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.08% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,430 | $5,315-54.3% | $4,674-48.0% | $4,661-47.9% |
| Participant deferral / active EE | $5,100 | $6,464-21.1% | $5,628-9.4% | $6,689-23.7% |
| Admin fee / account holder | $4,600 | $19,318-76.2% | $15,916-71.1% | $13,398-65.7% |