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 | $337,698 | $108,897+210.1% | $100,378+236.4% | $145,877+131.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 58.17%-46.0pp | 49.41%-37.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $12,312 | $4,420+178.5% | $3,942+212.3% | $4,663+164.0% |
| Participant deferral / active EE | $9,187 | $8,455+8.7% | $8,087+13.6% | $6,691+37.3% |
| Admin fee / account holder | $5,969 | $9,690-38.4% | $7,899-24.4% | $13,402-55.5% |