Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $323,091 | $108,911+196.7% | $100,392+221.8% | $145,884+121.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 58.23%-41.4pp | 49.45%-32.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,931 | $4,420-11.1% | $3,941-0.3% | $4,662-15.7% |
| Participant deferral / active EE | $13,833 | $8,459+63.5% | $8,090+71.0% | $6,690+106.8% |
| Admin fee / account holder | $89,539 | $9,698+823.2% | $7,904+1032.8% | $13,392+568.6% |