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 | $474,363 | $148,623+219.2% | $135,974+248.9% | $139,466+240.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.50% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $61,134 | $8,103+654.5% | $7,760+687.8% | $6,712+810.8% |
| Admin fee / account holder | $985,561 | $12,406+7844.4% | $10,767+9053.9% | $11,409+8538.7% |