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 | $436,748 | $209,422+108.5% | $178,503+144.7% | $158,982+174.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.07% | 188.81%-174.7pp | 151.12%-137.1pp | 302.99%-288.9pp |
| Employer contribution / active EE | $17,736 | $5,707+210.8% | $5,011+253.9% | $4,763+272.4% |
| Participant deferral / active EE | $23,500 | $5,955+294.6% | $5,202+351.7% | $5,983+292.7% |
| Admin fee / account holder | $4,063 | $17,079-76.2% | $13,987-71.0% | $11,252-63.9% |