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 | $329,902 | $85,766+284.7% | $136,295+142.1% | $70,131+370.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.12% | 31.45%-12.3pp | 5155.97%-5136.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $9,281 | $2,966+212.9% | $4,695+97.7% | $2,342+296.2% |
| Participant deferral / active EE | $12,993 | $5,051+157.2% | $6,247+108.0% | $3,332+290.0% |
| Admin fee / account holder | $33,014 | $5,420+509.1% | $9,243+257.2% | $4,645+610.7% |