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 | $315,953 | $117,829+168.1% | $102,423+208.5% | $145,877+116.6% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 23.85% | 31.83%-8.0pp | 29.42%-5.6pp | 551.28%-527.4pp |
| Employer contribution / active EE | $8,208 | $3,615+127.1% | $3,023+171.5% | $4,663+76.0% |
| Participant deferral / active EE | $9,455 | $5,732+64.9% | $5,054+87.1% | $6,691+41.3% |
| Admin fee / account holder | $38,750 | $13,335+190.6% | $9,455+309.9% | $13,402+189.1% |