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 | $318,988 | $106,749+198.8% | $145,433+119.3% | $82,448+286.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.17% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,065 | $3,444+134.1% | $4,554+77.1% | $2,551+216.1% |
| Participant deferral / active EE | $12,973 | $6,519+99.0% | $7,897+64.3% | $4,139+213.4% |
| Admin fee / account holder | $73,782 | $8,390+779.4% | $13,129+462.0% | $7,234+919.9% |