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 | $370,635 | $166,268+122.9% | $165,100+124.5% | $145,897+154.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-539.9pp |
| Employer contribution / active EE | $12,108 | $5,284+129.2% | $4,348+178.5% | $4,663+159.7% |
| Participant deferral / active EE | $29,426 | $6,964+322.5% | $6,035+387.6% | $6,689+339.9% |
| Admin fee / account holder | $408,624 | $16,659+2352.8% | $12,696+3118.6% | $13,390+2951.6% |