Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $410,462 | $166,020+147.2% | $164,866+149.0% | $145,959+181.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.51% | 100.08%-84.6pp | 69.97%-54.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $15,672 | $5,275+197.1% | $4,343+260.9% | $4,661+236.3% |
| Participant deferral / active EE | $21,130 | $6,961+203.5% | $6,033+250.2% | $6,689+215.9% |
| Admin fee / account holder | $39,639 | $16,644+138.2% | $12,689+212.4% | $13,398+195.9% |