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 | $321,181 | $172,111+86.6% | $150,298+113.7% | $137,256+134.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.06% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $12,799 | $4,636+176.1% | $4,154+208.1% | $4,156+208.0% |
| Participant deferral / active EE | $15,539 | $6,166+152.0% | $5,453+185.0% | $6,407+142.5% |
| Admin fee / account holder | $68,890 | $16,471+318.3% | $14,116+388.0% | $12,270+461.4% |