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 | $421,289 | $197,637+113.2% | $177,848+136.9% | $158,982+165.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.42% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.6pp |
| Employer contribution / active EE | $7,788 | $6,698+16.3% | $5,919+31.6% | $4,763+63.5% |
| Participant deferral / active EE | $14,678 | $8,405+74.6% | $7,714+90.3% | $5,983+145.3% |
| Admin fee / account holder | $6,408 | $15,406-58.4% | $12,431-48.5% | $11,252-43.0% |