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 | $356,244 | $100,060+256.0% | $149,721+137.9% | $70,126+408.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 39.75% | 27.46%+12.3pp | 1501.67%-1461.9pp | 73.15%-33.4pp |
| Employer contribution / active EE | $3,780 | $3,661+3.3% | $5,444-30.6% | $2,343+61.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,942 | $8,285-52.4% | $11,282-65.1% | $4,645-15.1% |