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 | $532,027 | $157,296+238.2% | $141,191+276.8% | $152,897+248.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.37% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,934 | $5,262-44.2% | $4,736-38.1% | $4,764-38.4% |
| Participant deferral / active EE | $12,650 | $7,111+77.9% | $6,710+88.5% | $5,851+116.2% |
| Admin fee / account holder | $544 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |