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 | $477,217 | $166,020+187.4% | $164,866+189.5% | $145,959+227.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.72% | 100.08%-90.4pp | 69.97%-60.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $13,812 | $5,275+161.8% | $4,343+218.0% | $4,661+196.3% |
| Participant deferral / active EE | $15,433 | $6,961+121.7% | $6,033+155.8% | $6,689+130.7% |
| Admin fee / account holder | $2,833 | $16,644-83.0% | $12,689-77.7% | $13,398-78.9% |