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 | $370,600 | $199,109+86.1% | $173,730+113.3% | $154,746+139.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 22.29% | 20.02%+2.3pp | 19.96%+2.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $30,796 | $5,311+479.8% | $4,577+572.8% | $4,379+603.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $982 | $20,916-95.3% | $17,523-94.4% | $14,365-93.2% |