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 | $420,447 | $227,291+85.0% | $214,702+95.8% | $155,188+170.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.56% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $25,000 | $6,772+269.2% | $6,461+287.0% | $4,248+488.5% |
| Participant deferral / active EE | $28,188 | $9,582+194.2% | $9,147+208.2% | $6,531+331.6% |
| Admin fee / account holder | $4,750 | $20,413-76.7% | $19,830-76.0% | $14,480-67.2% |