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 | $353,751 | $157,296+124.9% | $141,191+150.5% | $152,897+131.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.60% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,897 | $5,262-63.9% | $4,736-59.9% | $4,764-60.2% |
| Participant deferral / active EE | $3,767 | $7,111-47.0% | $6,710-43.9% | $5,851-35.6% |
| Admin fee / account holder | $33,739 | $12,125+178.3% | $10,264+228.7% | $11,599+190.9% |