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 | $444,519 | $180,749+145.9% | $160,784+176.5% | $137,256+223.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.0%+9.7pp | 80.0%+6.7pp |
| Annual return | 14.13% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,746 | $6,844+130.1% | $6,293+150.2% | $6,407+145.8% |
| Admin fee / account holder | $2,073 | $10,397-80.1% | $9,717-78.7% | $12,270-83.1% |