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 | $416,897 | $183,539+127.1% | $155,556+168.0% | $145,897+185.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.21% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $30,044 | $5,315+465.2% | $4,675+542.6% | $4,663+544.4% |
| Participant deferral / active EE | $19,683 | $6,467+204.4% | $5,631+249.6% | $6,689+194.2% |
| Admin fee / account holder | $7,385 | $19,275-61.7% | $15,885-53.5% | $13,390-44.9% |