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 | $400,539 | $72,071+455.8% | $68,368+485.9% | $137,256+191.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 15.62% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $15,783 | $2,788+466.1% | $2,649+495.8% | $4,156+279.8% |
| Participant deferral / active EE | $11,183 | $4,410+153.6% | $4,123+171.3% | $6,407+74.6% |
| Admin fee / account holder | $17,529 | $5,336+228.5% | $5,150+240.4% | $12,270+42.9% |