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 | $435,227 | $197,637+120.2% | $177,848+144.7% | $158,982+173.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 58.77%-44.2pp | 48.33%-33.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $5,000 | $6,698-25.4% | $5,919-15.5% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65,639 | $15,406+326.1% | $12,431+428.0% | $11,252+483.4% |