Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $465,513 | $159,934+191.1% | $147,005+216.7% | $145,959+218.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,715 | $5,287-29.7% | $4,934-24.7% | $4,661-20.3% |
| Participant deferral / active EE | $20,149 | $8,427+139.1% | $8,070+149.7% | $6,689+201.2% |
| Admin fee / account holder | $3,631 | $15,053-75.9% | $13,006-72.1% | $13,398-72.9% |