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 | $408,486 | $166,268+145.7% | $165,100+147.4% | $145,897+180.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.01% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,608 | $5,284-50.6% | $4,348-40.0% | $4,663-44.1% |
| Participant deferral / active EE | $10,167 | $6,964+46.0% | $6,035+68.5% | $6,689+52.0% |
| Admin fee / account holder | $475,259 | $16,659+2752.8% | $12,696+3643.5% | $13,390+3449.3% |