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 | $386,853 | $183,539+110.8% | $155,556+148.7% | $145,897+165.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,695 | $5,315+7.2% | $4,675+21.8% | $4,663+22.2% |
| Participant deferral / active EE | $5,530 | $6,467-14.5% | $5,631-1.8% | $6,689-17.3% |
| Admin fee / account holder | $1,720 | $19,275-91.1% | $15,885-89.2% | $13,390-87.2% |