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 | $282,620 | $89,370+216.2% | $141,197+100.2% | $72,976+287.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.18% | 111.88%-89.7pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $2,622 | $3,115-15.8% | $4,736-44.6% | $2,440+7.5% |
| Participant deferral / active EE | $9,348 | $5,419+72.5% | $6,710+39.3% | $3,608+159.1% |
| Admin fee / account holder | $53,815 | $5,957+803.4% | $10,265+424.3% | $5,124+950.2% |