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 | $318,687 | $162,812+95.7% | $133,971+137.9% | $158,966+100.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.91% | 41.94%-22.0pp | 45.09%-25.2pp | 302.95%-283.0pp |
| Employer contribution / active EE | $5,544 | $4,976+11.4% | $3,919+41.5% | $4,762+16.4% |
| Participant deferral / active EE | $9,973 | $5,910+68.7% | $5,047+97.6% | $5,983+66.7% |
| Admin fee / account holder | $23,150 | $11,741+97.2% | $8,929+159.3% | $11,250+105.8% |