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 | $419,007 | $132,634+215.9% | $115,768+261.9% | $137,256+205.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.74% | 160.70%-145.0pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $14,356 | $3,360+327.3% | $2,940+388.3% | $4,156+245.4% |
| Participant deferral / active EE | $11,607 | $5,619+106.6% | $4,917+136.1% | $6,407+81.2% |
| Admin fee / account holder | $8,335 | $15,028-44.5% | $12,439-33.0% | $12,270-32.1% |