Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $310,104 | $75,962+308.2% | $154,108+101.2% | $64,173+383.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.58% | 30.32%-29.7pp | 735.21%-734.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $10,953 | $3,350+227.0% | $5,298+106.8% | $2,381+360.1% |
| Participant deferral / active EE | $7,339 | $3,175+131.2% | $5,081+44.4% | $3,470+111.5% |
| Admin fee / account holder | $17,926 | $5,589+220.7% | $13,411+33.7% | $4,887+266.8% |