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 | $464,394 | $152,619+204.3% | $125,195+270.9% | $152,909+203.7% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 10.64% | 54.85%-44.2pp | 43.79%-33.2pp | 345.46%-334.8pp |
| Employer contribution / active EE | $17,979 | $4,947+263.4% | $3,866+365.0% | $4,764+277.4% |
| Participant deferral / active EE | $10,625 | $5,869+81.0% | $4,937+115.2% | $5,851+81.6% |
| Admin fee / account holder | $1,111 | $13,437-91.7% | $9,704-88.5% | $11,601-90.4% |