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 | $403,590 | $175,259+130.3% | $149,723+169.6% | $139,487+189.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 166.82%-150.1pp | 134.50%-117.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $13,230 | $5,478+141.5% | $4,821+174.4% | $4,755+178.2% |
| Participant deferral / active EE | $13,910 | $6,522+113.3% | $5,682+144.8% | $6,713+107.2% |
| Admin fee / account holder | $2,841 | $16,158-82.4% | $13,215-78.5% | $11,407-75.1% |