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 | $438,794 | $148,623+195.2% | $135,974+222.7% | $139,466+214.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.89% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $38,614 | $5,246+636.0% | $4,859+694.7% | $4,754+712.3% |
| Participant deferral / active EE | $26,250 | $8,103+224.0% | $7,760+238.3% | $6,712+291.1% |
| Admin fee / account holder | $1,935 | $12,406-84.4% | $10,767-82.0% | $11,409-83.0% |