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 | $354,459 | $125,193+183.1% | $105,591+235.7% | $145,978+142.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.86% | 225.53%-207.7pp | 116.43%-98.6pp | 550.52%-532.7pp |
| Employer contribution / active EE | $3,160 | $3,718-15.0% | $3,166-0.2% | $4,662-32.2% |
| Participant deferral / active EE | $4,709 | $5,708-17.5% | $5,008-6.0% | $6,690-29.6% |
| Admin fee / account holder | $99,186 | $17,277+474.1% | $11,024+799.7% | $13,400+640.2% |