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 | $406,389 | $227,566+78.6% | $189,558+114.4% | $167,518+142.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 9.43% | 78.43%-69.0pp | 64.19%-54.8pp | 478.71%-469.3pp |
| Employer contribution / active EE | $5,856 | $5,316+10.2% | $4,412+32.7% | $4,838+21.0% |
| Participant deferral / active EE | $9,053 | $7,002+29.3% | $6,174+46.6% | $6,342+42.7% |
| Admin fee / account holder | $2,039 | $11,881-82.8% | $9,809-79.2% | $12,312-83.4% |