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 | $403,094 | $166,020+142.8% | $164,866+144.5% | $145,959+176.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.26% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $7,033 | $5,275+33.3% | $4,343+61.9% | $4,661+50.9% |
| Participant deferral / active EE | $12,950 | $6,961+86.0% | $6,033+114.7% | $6,689+93.6% |
| Admin fee / account holder | $16,432 | $16,644-1.3% | $12,689+29.5% | $13,398+22.6% |