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 | $426,062 | $104,924+306.1% | $84,623+403.5% | $152,885+178.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.02% | 373.82%-351.8pp | 258.77%-236.8pp | 345.39%-323.4pp |
| Employer contribution / active EE | $14,602 | $3,302+342.2% | $2,652+450.5% | $4,763+206.6% |
| Participant deferral / active EE | $10,017 | $4,689+113.6% | $3,899+156.9% | $5,851+71.2% |
| Admin fee / account holder | $493 | $6,242-92.1% | $4,913-90.0% | $11,598-95.7% |