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 | $490,819 | $156,616+213.4% | $133,346+268.1% | $198,609+147.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.97% | 44.25%-30.3pp | 36.85%-22.9pp | 202.70%-188.7pp |
| Employer contribution / active EE | $18,173 | $3,368+439.6% | $2,853+536.9% | $5,055+259.5% |
| Participant deferral / active EE | $12,327 | $4,920+150.6% | $4,332+184.5% | $6,977+76.7% |
| Admin fee / account holder | $72,857 | $17,468+317.1% | $14,264+410.8% | $19,030+282.8% |