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 | $435,990 | $102,429+325.7% | $147,096+196.4% | $80,925+438.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.22% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $12,637 | $3,716+240.1% | $4,936+156.0% | $2,756+358.5% |
| Participant deferral / active EE | $15,636 | $6,649+135.2% | $8,071+93.7% | $4,299+263.7% |
| Admin fee / account holder | $5,665 | $7,957-28.8% | $13,005-56.4% | $6,940-18.4% |