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 | $411,972 | $209,336+96.8% | $197,124+109.0% | $137,256+200.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.93% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $18,942 | $6,591+187.4% | $6,227+204.2% | $4,156+355.8% |
| Participant deferral / active EE | $7,876 | $9,614-18.1% | $9,135-13.8% | $6,407+22.9% |
| Admin fee / account holder | $14,948 | $17,308-13.6% | $16,298-8.3% | $12,270+21.8% |