Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $411,656 | $212,386+93.8% | $199,883+105.9% | $138,895+196.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.14% | 47.75%-35.6pp | 43.81%-31.7pp | 145.39%-133.3pp |
| Employer contribution / active EE | $7,251 | $6,625+9.5% | $6,261+15.8% | $4,194+72.9% |
| Participant deferral / active EE | $17,254 | $9,617+79.4% | $9,138+88.8% | $6,396+169.8% |
| Admin fee / account holder | $12,904 | $18,233-29.2% | $17,268-25.3% | $12,562+2.7% |