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 | $420,594 | $211,224+99.1% | $178,505+135.6% | $145,897+188.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.45% | 30.28%-15.8pp | 27.16%-12.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $15,473 | $4,577+238.1% | $3,955+291.2% | $4,663+231.8% |
| Participant deferral / active EE | $13,536 | $6,966+94.3% | $6,280+115.5% | $6,689+102.4% |
| Admin fee / account holder | $1,421 | $12,109-88.3% | $10,428-86.4% | $13,390-89.4% |