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 | $329,552 | $157,296+109.5% | $141,191+133.4% | $152,897+115.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.47% | 64.34%-47.9pp | 71.41%-54.9pp | 345.43%-329.0pp |
| Employer contribution / active EE | $16,272 | $5,262+209.2% | $4,736+243.6% | $4,764+241.6% |
| Participant deferral / active EE | $13,523 | $7,111+90.2% | $6,710+101.5% | $5,851+131.1% |
| Admin fee / account holder | $7,023 | $12,125-42.1% | $10,264-31.6% | $11,599-39.5% |