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 | $383,785 | $152,612+151.5% | $125,192+206.6% | $152,897+151.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.11% | 54.85%-32.7pp | 43.79%-21.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $23,798 | $4,947+381.0% | $3,866+515.6% | $4,764+399.6% |
| Participant deferral / active EE | $6,573 | $5,868+12.0% | $4,937+33.1% | $5,851+12.3% |
| Admin fee / account holder | $3,174 | $13,437-76.4% | $9,704-67.3% | $11,599-72.6% |