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 | $447,471 | $157,296+184.5% | $141,191+216.9% | $152,897+192.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.91% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $15,302 | $5,262+190.8% | $4,736+223.1% | $4,764+221.2% |
| Participant deferral / active EE | $13,875 | $7,111+95.1% | $6,710+106.8% | $5,851+137.1% |
| Admin fee / account holder | $4,865 | $12,125-59.9% | $10,264-52.6% | $11,599-58.1% |