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 | $482,176 | $115,814+316.3% | $101,275+376.1% | $158,982+203.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.61% | 56.16%-40.5pp | 46.48%-30.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $14,411 | $4,176+245.1% | $3,660+293.7% | $4,763+202.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,484 | $7,249+72.2% | $5,948+109.9% | $11,252+11.0% |