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 | $407,181 | $91,536+344.8% | $130,062+213.1% | $75,177+441.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.42% | -631.62%+648.0pp | -137.37%+153.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $4,980 | $2,845+75.1% | $4,322+15.2% | $2,671+86.5% |
| Participant deferral / active EE | $15,917 | $4,343+266.5% | $5,821+173.5% | $4,126+285.7% |
| Admin fee / account holder | $26,569 | $6,780+291.9% | $10,601+150.6% | $5,651+370.1% |