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 | $393,254 | $102,595+283.3% | $94,057+318.1% | $154,746+154.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.64% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $8,211 | $3,147+160.9% | $2,933+179.9% | $4,379+87.5% |
| Participant deferral / active EE | $9,355 | $5,118+82.8% | $4,709+98.6% | $6,730+39.0% |
| Admin fee / account holder | $5,516 | $7,736-28.7% | $7,244-23.9% | $14,365-61.6% |