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 | $476,069 | $100,139+375.4% | $85,187+458.8% | $145,884+226.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 84.15%-68.5pp | 66.67%-51.0pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,577 | $3,238+10.5% | $2,732+30.9% | $4,662-23.3% |
| Participant deferral / active EE | $12,264 | $5,296+131.6% | $4,525+171.0% | $6,690+83.3% |
| Admin fee / account holder | $32,914 | $7,262+353.2% | $6,162+434.2% | $13,392+145.8% |