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 | $354,075 | $232,540+52.3% | $185,117+91.3% | $147,586+139.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.23% | 43.03%-26.8pp | 40.50%-24.3pp | 578.59%-562.4pp |
| Employer contribution / active EE | $12,072 | $5,195+132.4% | $4,182+188.7% | $4,876+147.6% |
| Participant deferral / active EE | $12,826 | $5,834+119.9% | $5,045+154.2% | $5,439+135.8% |
| Admin fee / account holder | $3,128 | $10,275-69.6% | $8,159-61.7% | $10,886-71.3% |