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 | $385,704 | $148,623+159.5% | $135,974+183.7% | $139,466+176.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $13,677 | $5,246+160.7% | $4,859+181.5% | $4,754+187.7% |
| Participant deferral / active EE | $12,398 | $8,103+53.0% | $7,760+59.8% | $6,712+84.7% |
| Admin fee / account holder | $4,216 | $12,406-66.0% | $10,767-60.8% | $11,409-63.0% |