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 | $408,868 | $217,432+88.0% | $185,851+120.0% | $167,553+144.0% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 10.42% | 148.43%-138.0pp | 122.11%-111.7pp | 478.89%-468.5pp |
| Employer contribution / active EE | $4,005 | $5,874-31.8% | $5,168-22.5% | $4,840-17.2% |
| Participant deferral / active EE | $8,777 | $6,357+38.1% | $5,569+57.6% | $6,343+38.4% |
| Admin fee / account holder | $60,774 | $19,820+206.6% | $16,245+274.1% | $12,316+393.4% |