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 | $421,557 | $185,905+126.8% | $170,057+147.9% | $139,487+202.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.18% | 60.56%-45.4pp | 53.42%-38.2pp | 373.84%-358.7pp |
| Employer contribution / active EE | $4,334 | $7,597-43.0% | $6,790-36.2% | $4,755-8.9% |
| Participant deferral / active EE | $9,805 | $11,627-15.7% | $10,411-5.8% | $6,713+46.1% |
| Admin fee / account holder | $789 | $15,397-94.9% | $12,826-93.8% | $11,407-93.1% |