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 | $403,172 | $110,830+263.8% | $86,625+365.4% | $167,553+140.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 19.74% | 116.99%-97.3pp | 63.52%-43.8pp | 478.89%-459.2pp |
| Employer contribution / active EE | $8,193 | $3,245+152.5% | $2,496+228.3% | $4,840+69.3% |
| Participant deferral / active EE | $7,194 | $4,548+58.2% | $3,700+94.4% | $6,343+13.4% |
| Admin fee / account holder | $1,872 | $8,420-77.8% | $5,830-67.9% | $12,316-84.8% |