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 | $513,866 | $115,810+343.7% | $101,271+407.4% | $158,966+223.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.64% | 56.15%-43.5pp | 46.48%-33.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $13,031 | $4,175+212.1% | $3,660+256.0% | $4,762+173.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,299 | $7,248-54.5% | $5,948-44.5% | $11,250-70.7% |