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 | $311,768 | $89,367+248.9% | $141,191+120.8% | $72,975+327.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.09% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $8,866 | $3,115+184.7% | $4,736+87.2% | $2,440+263.4% |
| Participant deferral / active EE | $7,855 | $5,419+45.0% | $6,710+17.1% | $3,608+117.7% |
| Admin fee / account holder | $6,152 | $5,957+3.3% | $10,264-40.1% | $5,124+20.1% |