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 | $323,771 | $98,766+227.8% | $149,730+116.2% | $79,852+305.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.92% | 27.43%-13.5pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $14,499 | $3,217+350.7% | $4,645+212.1% | $2,471+486.7% |
| Participant deferral / active EE | $13,057 | $5,681+129.8% | $6,843+90.8% | $3,740+249.1% |
| Admin fee / account holder | $4,265 | $6,052-29.5% | $9,310-54.2% | $5,306-19.6% |