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 | $406,728 | $183,539+121.6% | $155,556+161.5% | $145,897+178.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $12,808 | $5,315+141.0% | $4,675+173.9% | $4,663+174.7% |
| Participant deferral / active EE | $11,229 | $6,467+73.6% | $5,631+99.4% | $6,689+67.9% |
| Admin fee / account holder | $3,103 | $19,275-83.9% | $15,885-80.5% | $13,390-76.8% |