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 | $460,127 | $152,619+201.5% | $125,195+267.5% | $152,909+200.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.74% | 54.85%-36.1pp | 43.79%-25.1pp | 345.46%-326.7pp |
| Employer contribution / active EE | $14,544 | $4,947+194.0% | $3,866+276.2% | $4,764+205.3% |
| Participant deferral / active EE | $16,979 | $5,869+189.3% | $4,937+243.9% | $5,851+190.2% |
| Admin fee / account holder | $26,038 | $13,437+93.8% | $9,704+168.3% | $11,601+124.4% |