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 | $262,084 | $89,370+193.3% | $141,197+85.6% | $72,976+259.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.32% | 111.88%-85.6pp | 71.41%-45.1pp | 81.02%-54.7pp |
| Employer contribution / active EE | $11,688 | $3,115+275.2% | $4,736+146.8% | $2,440+379.0% |
| Participant deferral / active EE | $13,121 | $5,419+142.1% | $6,710+95.5% | $3,608+263.7% |
| Admin fee / account holder | $7,742 | $5,957+30.0% | $10,265-24.6% | $5,124+51.1% |