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 | $458,213 | $97,125+371.8% | $86,233+431.4% | $137,256+233.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.22% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,667 | $2,841+134.6% | $2,504+166.2% | $4,156+60.4% |
| Participant deferral / active EE | $2,458 | $5,180-52.5% | $4,559-46.1% | $6,407-61.6% |
| Admin fee / account holder | $30,646 | $9,725+215.1% | $8,342+267.4% | $12,270+149.8% |