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 | $443,334 | $126,519+250.4% | $106,201+317.4% | $145,959+203.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 225.10%-213.7pp | 116.26%-104.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,418 | $3,726+72.3% | $3,170+102.5% | $4,661+37.7% |
| Participant deferral / active EE | $21,053 | $5,716+268.3% | $5,012+320.0% | $6,689+214.8% |
| Admin fee / account holder | $2,091 | $17,312-87.9% | $11,039-81.1% | $13,398-84.4% |