Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $463,797 | $114,119+306.4% | $107,187+332.7% | $138,895+233.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.84% | 273.21%-251.4pp | 204.55%-182.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $45,433 | $4,059+1019.4% | $3,782+1101.2% | $4,194+983.2% |
| Participant deferral / active EE | $28,500 | $5,538+414.6% | $5,096+459.3% | $6,396+345.6% |
| Admin fee / account holder | $425 | $10,024-95.8% | $9,162-95.4% | $12,562-96.6% |