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 | $446,645 | $183,988+142.8% | $162,177+175.4% | $152,897+192.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.39% | 150.79%-127.4pp | 115.60%-92.2pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,479 | $6,370-76.8% | $5,613-73.6% | $4,764-68.9% |
| Participant deferral / active EE | $11,000 | $8,032+36.9% | $7,297+50.8% | $5,851+88.0% |
| Admin fee / account holder | $426 | $13,123-96.8% | $10,843-96.1% | $11,599-96.3% |