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 | $321,614 | $176,402+82.3% | $134,162+139.7% | $158,982+102.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.74% | 63.66%-42.9pp | 36.35%-15.6pp | 302.99%-282.3pp |
| Employer contribution / active EE | $6,856 | $5,042+36.0% | $3,705+85.0% | $4,763+43.9% |
| Participant deferral / active EE | $13,711 | $4,093+235.0% | $3,500+291.8% | $5,983+129.1% |
| Admin fee / account holder | $315 | $8,719-96.4% | $6,685-95.3% | $11,252-97.2% |