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 | $311,519 | $108,942+185.9% | $100,415+210.2% | $145,897+113.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,836 | $4,422-13.3% | $3,943-2.7% | $4,663-17.7% |
| Participant deferral / active EE | $14,530 | $8,461+71.7% | $8,091+79.6% | $6,689+117.2% |
| Admin fee / account holder | $2,202 | $9,702-77.3% | $7,906-72.2% | $13,390-83.6% |