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 | $405,156 | $166,131+143.9% | $164,975+145.6% | $145,877+177.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.29% | 100.37%-83.1pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $5,855 | $5,276+11.0% | $4,343+34.8% | $4,663+25.6% |
| Participant deferral / active EE | $8,191 | $6,962+17.6% | $6,033+35.8% | $6,691+22.4% |
| Admin fee / account holder | $759 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |