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 | $418,699 | $152,619+174.3% | $125,195+234.4% | $152,909+173.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 18.27% | 54.85%-36.6pp | 43.79%-25.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $7,143 | $4,947+44.4% | $3,866+84.8% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,871 | $13,437+47.9% | $9,704+104.8% | $11,601+71.3% |