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 | $296,580 | $108,897+172.3% | $100,378+195.5% | $145,877+103.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 58.17%-46.1pp | 49.41%-37.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,230 | $4,420-26.9% | $3,942-18.1% | $4,663-30.7% |
| Participant deferral / active EE | $14,886 | $8,455+76.1% | $8,087+84.1% | $6,691+122.5% |
| Admin fee / account holder | $851 | $9,690-91.2% | $7,899-89.2% | $13,402-93.7% |