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 | $361,912 | $93,617+286.6% | $135,982+166.1% | $75,177+381.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.39% | 30.89%-12.5pp | 68.32%-49.9pp | 160.75%-142.4pp |
| Employer contribution / active EE | $12,946 | $3,538+265.9% | $4,859+166.4% | $2,671+384.7% |
| Participant deferral / active EE | $15,766 | $6,406+146.1% | $7,760+103.2% | $4,126+282.1% |
| Admin fee / account holder | $1,803 | $6,980-74.2% | $10,767-83.3% | $5,651-68.1% |