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 | $335,101 | $95,406+251.2% | $185,849+80.3% | $85,847+290.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.40% | 23.59%-8.2pp | 122.10%-106.7pp | 318.61%-303.2pp |
| Employer contribution / active EE | $10,372 | $3,314+213.0% | $5,169+100.7% | $2,565+304.3% |
| Participant deferral / active EE | $7,652 | $3,424+123.5% | $5,569+37.4% | $3,952+93.6% |
| Admin fee / account holder | $2,570 | $7,214-64.4% | $16,244-84.2% | $6,261-58.9% |