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 | $324,384 | $185,905+74.5% | $170,057+90.8% | $139,487+132.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.90% | 60.56%-40.7pp | 53.42%-33.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $8,520 | $7,597+12.1% | $6,790+25.5% | $4,755+79.2% |
| Participant deferral / active EE | $23,250 | $11,627+100.0% | $10,411+123.3% | $6,713+246.4% |
| Admin fee / account holder | $7,467 | $15,397-51.5% | $12,826-41.8% | $11,407-34.5% |