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 | $420,147 | $142,354+195.1% | $125,529+234.7% | $155,188+170.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 18.19% | 306.06%-287.9pp | 202.56%-184.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $12,793 | $3,501+265.4% | $3,058+318.4% | $4,248+201.2% |
| Participant deferral / active EE | $4,965 | $5,491-9.6% | $4,813+3.2% | $6,531-24.0% |
| Admin fee / account holder | $3,410 | $19,392-82.4% | $16,298-79.1% | $14,480-76.5% |