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 | $430,205 | $183,516+134.4% | $155,534+176.6% | $145,884+194.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $15,589 | $5,315+193.3% | $4,675+233.5% | $4,662+234.4% |
| Participant deferral / active EE | $8,747 | $6,467+35.3% | $5,630+55.4% | $6,690+30.8% |
| Admin fee / account holder | $3,817 | $19,293-80.2% | $15,900-76.0% | $13,392-71.5% |