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 | $293,718 | $125,184+134.6% | $105,607+178.1% | $145,884+101.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 225.00%-210.6pp | 116.11%-101.7pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,350 | $3,720-36.8% | $3,167-25.8% | $4,662-49.6% |
| Participant deferral / active EE | $11,315 | $5,714+98.0% | $5,011+125.8% | $6,690+69.1% |
| Admin fee / account holder | $2,642 | $17,133-84.6% | $10,958-75.9% | $13,392-80.3% |