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 | $424,309 | $132,099+221.2% | $115,599+267.1% | $138,895+205.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.66% | 176.76%-164.1pp | 111.10%-98.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,373 | $3,416-30.5% | $2,955-19.7% | $4,194-43.4% |
| Participant deferral / active EE | $11,009 | $5,617+96.0% | $4,889+125.2% | $6,396+72.1% |
| Admin fee / account holder | $42,069 | $15,650+168.8% | $12,841+227.6% | $12,562+234.9% |