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 | $442,306 | $232,540+90.2% | $185,117+138.9% | $147,585+199.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.08% | 43.03%-25.9pp | 40.50%-23.4pp | 578.57%-561.5pp |
| Employer contribution / active EE | $39,333 | $5,195+657.1% | $4,182+840.6% | $4,876+706.6% |
| Participant deferral / active EE | $18,667 | $5,834+220.0% | $5,045+270.0% | $5,439+243.2% |
| Admin fee / account holder | $6,951 | $10,275-32.4% | $8,159-14.8% | $10,885-36.1% |