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 | $311,870 | $115,814+169.3% | $101,275+207.9% | $158,982+96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.06% | 56.16%-31.1pp | 46.48%-21.4pp | 302.99%-277.9pp |
| Employer contribution / active EE | $14,139 | $4,176+238.6% | $3,660+286.3% | $4,763+196.9% |
| Participant deferral / active EE | $14,793 | $4,958+198.4% | $4,371+238.5% | $5,983+147.2% |
| Admin fee / account holder | $11,552 | $7,249+59.4% | $5,948+94.2% | $11,252+2.7% |