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 | $398,805 | $58,848+577.7% | $88,179+352.3% | $82,637+382.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.57% | 22.76%-6.2pp | 64.97%-48.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $15,995 | $1,678+853.0% | $2,549+527.4% | $2,552+526.7% |
| Participant deferral / active EE | $7,725 | $3,124+147.3% | $4,614+67.4% | $4,126+87.2% |
| Admin fee / account holder | $30,808 | $4,795+542.5% | $7,673+301.5% | $7,339+319.8% |