Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $433,880 | $201,370+115.5% | $184,256+135.5% | $145,897+197.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.63% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $21,466 | $7,024+205.6% | $6,427+234.0% | $4,663+360.4% |
| Participant deferral / active EE | $9,805 | $9,8080% | $9,133+7.4% | $6,689+46.6% |
| Admin fee / account holder | $510,993 | $16,364+3022.7% | $13,899+3576.4% | $13,390+3716.1% |