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 | $306,010 | $162,136+88.7% | $152,301+100.9% | $154,746+97.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.88% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $23,874 | $4,890+388.2% | $4,624+416.3% | $4,379+445.2% |
| Participant deferral / active EE | $25,535 | $8,341+206.1% | $8,004+219.0% | $6,730+279.4% |
| Admin fee / account holder | $23,299 | $15,759+47.8% | $14,398+61.8% | $14,365+62.2% |