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 | $469,506 | $102,422+358.4% | $147,117+219.1% | $80,959+479.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.99% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $25,292 | $3,717+580.4% | $4,932+412.8% | $2,757+817.3% |
| Participant deferral / active EE | $4,901 | $6,652-26.3% | $8,065-39.2% | $4,300+14.0% |
| Admin fee / account holder | $4,179 | $7,953-47.5% | $12,993-67.8% | $6,925-39.7% |