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 | $423,656 | $118,708+256.9% | $98,920+328.3% | $158,982+166.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 37.52% | 372.49%-335.0pp | 196.47%-159.0pp | 302.99%-265.5pp |
| Employer contribution / active EE | $1,830 | $3,334-45.1% | $2,689-32.0% | $4,763-61.6% |
| Participant deferral / active EE | $7,164 | $5,089+40.8% | $4,245+68.8% | $5,983+19.7% |
| Admin fee / account holder | $59,150 | $10,134+483.7% | $6,643+790.5% | $11,252+425.7% |