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 | $371,601 | $110,551+236.1% | $80,741+360.2% | $167,536+121.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.68% | 120.57%-103.9pp | 87.30%-70.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $9,438 | $1,543+511.7% | $1,160+713.5% | $4,839+95.0% |
| Participant deferral / active EE | $1,818 | $2,870-36.7% | $2,145-15.3% | $6,342-71.3% |
| Admin fee / account holder | $3,346 | $4,547-26.4% | $3,380-1.0% | $12,315-72.8% |