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 | $424,603 | $160,040+165.3% | $147,096+188.7% | $145,877+191.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $12,757 | $5,289+141.2% | $4,936+158.4% | $4,663+173.6% |
| Participant deferral / active EE | $16,532 | $8,429+96.1% | $8,071+104.8% | $6,691+147.1% |
| Admin fee / account holder | $12,519 | $15,050-16.8% | $13,005-3.7% | $13,402-6.6% |