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 | $397,511 | $157,296+152.7% | $141,191+181.5% | $152,897+160.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.10% | 64.34%-33.2pp | 71.41%-40.3pp | 345.43%-314.3pp |
| Employer contribution / active EE | $13,906 | $5,262+164.3% | $4,736+193.6% | $4,764+191.9% |
| Participant deferral / active EE | $10,196 | $7,111+43.4% | $6,710+51.9% | $5,851+74.3% |
| Admin fee / account holder | $2,345 | $12,125-80.7% | $10,264-77.2% | $11,599-79.8% |