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 | $423,442 | $183,592+130.6% | $155,567+172.2% | $145,959+190.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $38,006 | $5,315+615.1% | $4,674+713.1% | $4,661+715.4% |
| Participant deferral / active EE | $21,018 | $6,464+225.1% | $5,628+273.5% | $6,689+214.2% |
| Admin fee / account holder | $274,232 | $19,318+1319.6% | $15,916+1622.9% | $13,398+1946.8% |