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 | $398,764 | $111,535+257.5% | $105,223+279.0% | $137,256+190.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.10% | 237.85%-222.8pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $23,750 | $3,939+502.9% | $3,689+543.9% | $4,156+471.5% |
| Participant deferral / active EE | $18,673 | $5,500+239.5% | $5,072+268.2% | $6,407+191.5% |
| Admin fee / account holder | $20,641 | $9,721+112.3% | $8,859+133.0% | $12,270+68.2% |