Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $391,984 | $110,039+256.2% | $97,260+303.0% | $145,884+168.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.10% | 244.44%-222.3pp | 75.54%-53.4pp | 551.85%-529.7pp |
| Employer contribution / active EE | $12,084 | $3,074+293.1% | $2,721+344.1% | $4,662+159.2% |
| Participant deferral / active EE | $30,700 | $4,674+556.9% | $4,262+620.4% | $6,690+358.9% |
| Admin fee / account holder | $304 | $6,204-95.1% | $5,640-94.6% | $13,392-97.7% |