Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $448,973 | $148,629+202.1% | $135,982+230.2% | $139,487+221.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.24% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $8,739 | $5,247+66.6% | $4,859+79.8% | $4,755+83.8% |
| Participant deferral / active EE | $17,790 | $8,102+119.6% | $7,760+129.2% | $6,713+165.0% |
| Admin fee / account holder | $3,624 | $12,406-70.8% | $10,767-66.3% | $11,407-68.2% |