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 | $468,976 | $129,737+261.5% | $119,126+293.7% | $154,746+203.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.28% | 379.08%-367.8pp | 282.11%-270.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,696 | $4,375-38.4% | $4,034-33.2% | $4,379-38.4% |
| Participant deferral / active EE | $3,370 | $5,842-42.3% | $5,318-36.6% | $6,730-49.9% |
| Admin fee / account holder | $3,697 | $11,961-69.1% | $10,693-65.4% | $14,365-74.3% |