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 | $471,912 | $227,399+107.5% | $189,758+148.7% | $198,609+137.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.70% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $3,018 | $5,526-45.4% | $4,767-36.7% | $5,055-40.3% |
| Participant deferral / active EE | $16,518 | $6,837+141.6% | $5,856+182.1% | $6,977+136.8% |
| Admin fee / account holder | $887 | $25,162-96.5% | $20,388-95.6% | $19,030-95.3% |