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 | $482,017 | $102,638+369.6% | $81,982+488.0% | $158,982+203.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.09% | 61.05%-47.0pp | 41.31%-27.2pp | 302.99%-288.9pp |
| Employer contribution / active EE | $3,070 | $3,241-5.3% | $2,498+22.9% | $4,763-35.5% |
| Participant deferral / active EE | $10,800 | $4,649+132.3% | $3,722+190.1% | $5,983+80.5% |
| Admin fee / account holder | $194,982 | $8,237+2267.0% | $5,665+3341.8% | $11,252+1632.9% |