Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $354,209 | $108,897+225.3% | $100,378+252.9% | $145,877+142.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 58.17%-42.5pp | 49.41%-33.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,030 | $4,420-31.4% | $3,942-23.1% | $4,663-35.0% |
| Participant deferral / active EE | $13,005 | $8,455+53.8% | $8,087+60.8% | $6,691+94.4% |
| Admin fee / account holder | $1,157 | $9,690-88.1% | $7,899-85.4% | $13,402-91.4% |