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 | $326,544 | $132,099+147.2% | $115,599+182.5% | $138,895+135.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.66% | 176.76%-164.1pp | 111.10%-98.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $9,276 | $3,416+171.5% | $2,955+213.9% | $4,194+121.2% |
| Participant deferral / active EE | $14,671 | $5,617+161.2% | $4,889+200.1% | $6,396+129.4% |
| Admin fee / account holder | $11,396 | $15,650-27.2% | $12,841-11.2% | $12,562-9.3% |