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 | $441,078 | $111,878+294.2% | $93,727+370.6% | $145,897+202.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.78% | 204.28%-191.5pp | 133.83%-121.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,602 | $3,092-48.2% | $2,421-33.8% | $4,663-65.6% |
| Participant deferral / active EE | $14,418 | $4,920+193.0% | $4,417+226.4% | $6,689+115.5% |
| Admin fee / account holder | $120,236 | $10,256+1072.3% | $8,292+1350.1% | $13,390+797.9% |