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 | $493,606 | $148,629+232.1% | $135,982+263.0% | $139,487+253.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.53% | 79.33%-58.8pp | 68.32%-47.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $4,020 | $5,247-23.4% | $4,859-17.3% | $4,755-15.4% |
| Participant deferral / active EE | $12,606 | $8,102+55.6% | $7,760+62.4% | $6,713+87.8% |
| Admin fee / account holder | $27,895 | $12,406+124.8% | $10,767+159.1% | $11,407+144.5% |