Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $445,002 | $185,883+139.4% | $170,043+161.7% | $139,466+219.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.96% | 60.54%-24.6pp | 53.40%-17.4pp | 373.66%-337.7pp |
| Employer contribution / active EE | $4,122 | $7,596-45.7% | $6,790-39.3% | $4,754-13.3% |
| Participant deferral / active EE | $13,241 | $11,626+13.9% | $10,410+27.2% | $6,712+97.3% |
| Admin fee / account holder | $8,981 | $15,393-41.7% | $12,824-30.0% | $11,409-21.3% |