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 | $376,763 | $107,368+250.9% | $92,915+305.5% | $152,909+146.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.87% | 145.64%-132.8pp | 109.45%-96.6pp | 345.46%-332.6pp |
| Employer contribution / active EE | $11,226 | $4,222+165.9% | $3,653+207.3% | $4,764+135.7% |
| Participant deferral / active EE | $6,301 | $4,848+30.0% | $4,238+48.7% | $5,851+7.7% |
| Admin fee / account holder | $9,695 | $7,082+36.9% | $5,796+67.3% | $11,601-16.4% |