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 | $434,153 | $183,539+136.5% | $155,556+179.1% | $145,897+197.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.45% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $13,711 | $5,315+158.0% | $4,675+193.3% | $4,663+194.1% |
| Participant deferral / active EE | $8,243 | $6,467+27.5% | $5,631+46.4% | $6,689+23.2% |
| Admin fee / account holder | $2,670 | $19,275-86.2% | $15,885-83.2% | $13,390-80.1% |