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 | $413,892 | $107,353+285.5% | $92,903+345.5% | $152,885+170.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.16% | 145.62%-124.5pp | 109.43%-88.3pp | 345.39%-324.2pp |
| Employer contribution / active EE | $3,190 | $4,222-24.4% | $3,653-12.7% | $4,763-33.0% |
| Participant deferral / active EE | $15,438 | $4,848+218.5% | $4,238+264.3% | $5,851+163.9% |
| Admin fee / account holder | $34,844 | $7,081+392.1% | $5,795+501.3% | $11,598+200.4% |