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 | $381,798 | $157,304+142.7% | $141,197+170.4% | $152,909+149.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.47% | 64.34%-36.9pp | 71.41%-43.9pp | 345.46%-318.0pp |
| Employer contribution / active EE | $2,945 | $5,263-44.0% | $4,736-37.8% | $4,764-38.2% |
| Participant deferral / active EE | $10,281 | $7,111+44.6% | $6,710+53.2% | $5,851+75.7% |
| Admin fee / account holder | $328 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |