Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $266,602 | $77,908+242.2% | $149,696+78.1% | $75,173+254.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.84% | 31.73%-13.9pp | 134.46%-116.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $11,512 | $3,138+266.9% | $4,821+138.8% | $2,671+331.0% |
| Participant deferral / active EE | $14,180 | $3,411+315.7% | $5,682+149.6% | $4,126+243.6% |
| Admin fee / account holder | $22,520 | $5,950+278.5% | $13,212+70.5% | $5,651+298.5% |