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 | $422,915 | $208,088+103.2% | $186,193+127.1% | $154,746+173.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.07% | 89.97%-73.9pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $23,889 | $4,340+450.5% | $3,918+509.7% | $4,379+445.5% |
| Participant deferral / active EE | $46,520 | $7,078+557.3% | $6,513+614.3% | $6,730+591.2% |
| Admin fee / account holder | $27,091 | $11,698+131.6% | $11,058+145.0% | $14,365+88.6% |