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 | $437,718 | $212,386+106.1% | $199,883+119.0% | $138,895+215.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.82% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $8,333 | $6,625+25.8% | $6,261+33.1% | $4,194+98.7% |
| Participant deferral / active EE | $7,089 | $9,617-26.3% | $9,138-22.4% | $6,396+10.8% |
| Admin fee / account holder | $145,040 | $18,233+695.5% | $17,268+740.0% | $12,562+1054.6% |