Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $412,472 | $209,425+97.0% | $178,499+131.1% | $158,966+159.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.09% | 188.80%-171.7pp | 151.10%-134.0pp | 302.95%-285.9pp |
| Employer contribution / active EE | $8,948 | $5,707+56.8% | $5,011+78.6% | $4,762+87.9% |
| Participant deferral / active EE | $9,695 | $5,955+62.8% | $5,202+86.4% | $5,983+62.0% |
| Admin fee / account holder | $2,788 | $17,078-83.7% | $13,986-80.1% | $11,250-75.2% |