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 | $426,602 | $101,618+319.8% | $93,063+358.4% | $137,256+210.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 223.95%-205.3pp | 34.15%-15.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $19,681 | $2,707+627.0% | $2,476+694.8% | $4,156+373.5% |
| Participant deferral / active EE | $4,610 | $4,279+7.7% | $3,958+16.5% | $6,407-28.0% |
| Admin fee / account holder | $5,533 | $6,198-10.7% | $6,033-8.3% | $12,270-54.9% |