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 | $429,527 | $217,432+97.5% | $185,851+131.1% | $167,553+156.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.97% | 148.43%-126.5pp | 122.11%-100.1pp | 478.89%-456.9pp |
| Employer contribution / active EE | $2,517 | $5,874-57.2% | $5,168-51.3% | $4,840-48.0% |
| Participant deferral / active EE | $3,165 | $6,357-50.2% | $5,569-43.2% | $6,343-50.1% |
| Admin fee / account holder | $1,341 | $19,820-93.2% | $16,245-91.7% | $12,316-89.1% |