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 | $438,168 | $89,364+390.3% | $141,177+210.4% | $72,983+500.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.88% | 111.86%-88.0pp | 71.40%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $13,619 | $3,115+337.2% | $4,736+187.6% | $2,440+458.2% |
| Participant deferral / active EE | $12,541 | $5,419+131.4% | $6,710+86.9% | $3,608+247.6% |
| Admin fee / account holder | $13,268 | $5,959+122.7% | $10,263+29.3% | $5,124+158.9% |