Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $317,681 | $115,814+174.3% | $101,275+213.7% | $158,982+99.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.63% | 56.16%-43.5pp | 46.48%-33.8pp | 302.99%-290.4pp |
| Employer contribution / active EE | $11,494 | $4,176+175.2% | $3,660+214.0% | $4,763+141.3% |
| Participant deferral / active EE | $20,979 | $4,958+323.1% | $4,371+380.0% | $5,983+250.6% |
| Admin fee / account holder | $2,686 | $7,249-63.0% | $5,948-54.9% | $11,252-76.1% |