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 | $345,966 | $201,344+71.8% | $184,243+87.8% | $145,877+137.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.92% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $7,791 | $7,022+10.9% | $6,427+21.2% | $4,663+67.1% |
| Participant deferral / active EE | $19,388 | $9,807+97.7% | $9,132+112.3% | $6,691+189.8% |
| Admin fee / account holder | $75,711 | $16,382+362.2% | $13,914+444.2% | $13,402+464.9% |