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 | $333,241 | $201,344+65.5% | $184,243+80.9% | $145,877+128.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.19% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,990 | $7,022-28.9% | $6,427-22.4% | $4,663+7.0% |
| Participant deferral / active EE | $10,951 | $9,807+11.7% | $9,132+19.9% | $6,691+63.7% |
| Admin fee / account holder | $34,388 | $16,382+109.9% | $13,914+147.2% | $13,402+156.6% |