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 | $405,902 | $61,125+564.1% | $94,057+331.5% | $87,485+364.0% |
| Participation rate | 97.6% | 64.1%+33.6pp | 73.3%+24.3pp | 68.9%+28.7pp |
| Annual return | 12.63% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.4pp |
| Employer contribution / active EE | $15,847 | $2,136+641.7% | $2,933+440.3% | $2,596+510.4% |
| Participant deferral / active EE | $6,447 | $3,260+97.7% | $4,709+36.9% | $4,274+50.9% |
| Admin fee / account holder | $107,426 | $5,629+1808.6% | $7,244+1382.9% | $7,775+1281.7% |