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 | $397,928 | $211,224+88.4% | $178,505+122.9% | $145,897+172.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.41% | 30.28%-21.9pp | 27.16%-18.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $4,326 | $4,577-5.5% | $3,955+9.4% | $4,663-7.2% |
| Participant deferral / active EE | $8,894 | $6,966+27.7% | $6,280+41.6% | $6,689+33.0% |
| Admin fee / account holder | $39,259 | $12,109+224.2% | $10,428+276.5% | $13,390+193.2% |