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 | $532,473 | $176,786+201.2% | $146,643+263.1% | $167,536+217.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.43% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $14,016 | $5,161+171.6% | $4,137+238.8% | $4,839+189.6% |
| Participant deferral / active EE | $12,244 | $6,440+90.1% | $5,506+122.4% | $6,342+93.1% |
| Admin fee / account holder | $6,155 | $13,262-53.6% | $10,280-40.1% | $12,315-50.0% |