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 | $356,862 | $211,288+68.9% | $178,540+99.9% | $145,884+144.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.45% | 30.27%-14.8pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $11,315 | $4,574+147.4% | $3,953+186.2% | $4,662+142.7% |
| Participant deferral / active EE | $6,881 | $6,967-1.2% | $6,281+9.6% | $6,690+2.9% |
| Admin fee / account holder | $12,083 | $12,105-0.2% | $10,424+15.9% | $13,392-9.8% |