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 | $436,184 | $202,463+115.4% | $169,397+157.5% | $139,487+212.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.14% | 532.64%-511.5pp | 406.23%-385.1pp | 373.84%-352.7pp |
| Employer contribution / active EE | $17,491 | $4,694+272.6% | $4,013+335.8% | $4,755+267.9% |
| Participant deferral / active EE | $20,427 | $6,941+194.3% | $6,223+228.3% | $6,713+204.3% |
| Admin fee / account holder | $92,244 | $10,726+760.0% | $9,017+923.0% | $11,407+708.6% |