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 | $399,447 | $118,877+236.0% | $96,570+313.6% | $167,536+138.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.91% | 50.50%-37.6pp | 37.79%-24.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $17,223 | $3,121+451.9% | $2,357+630.7% | $4,839+255.9% |
| Participant deferral / active EE | $12,304 | $4,617+166.5% | $3,849+219.6% | $6,342+94.0% |
| Admin fee / account holder | $1,661 | $8,069-79.4% | $6,182-73.1% | $12,315-86.5% |