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 | $268,905 | $85,171+215.7% | $172,753+55.7% | $72,976+268.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.54% | 27.32%+0.2pp | 803.00%-775.5pp | 81.02%-53.5pp |
| Employer contribution / active EE | $9,830 | $3,324+195.7% | $5,144+91.1% | $2,440+302.9% |
| Participant deferral / active EE | $8,166 | $3,260+150.5% | $5,198+57.1% | $3,608+126.4% |
| Admin fee / account holder | $4,348 | $5,880-26.1% | $13,956-68.8% | $5,124-15.2% |