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 | $374,915 | $99,995+274.9% | $85,063+340.8% | $145,978+156.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 83.99%-74.6pp | 66.54%-57.2pp | 550.52%-541.2pp |
| Employer contribution / active EE | $3,117 | $3,231-3.5% | $2,727+14.3% | $4,662-33.1% |
| Participant deferral / active EE | $9,080 | $5,295+71.5% | $4,523+100.8% | $6,690+35.7% |
| Admin fee / account holder | $4,186 | $7,255-42.3% | $6,155-32.0% | $13,400-68.8% |