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 | $312,217 | $211,105+47.9% | $178,449+75.0% | $145,978+113.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 45.54% | 30.19%+15.4pp | 27.09%+18.5pp | 550.52%-505.0pp |
| Employer contribution / active EE | $7,014 | $4,569+53.5% | $3,951+77.5% | $4,662+50.4% |
| Participant deferral / active EE | $16,125 | $6,959+131.7% | $6,277+156.9% | $6,690+141.0% |
| Admin fee / account holder | $80,366 | $12,017+568.8% | $10,362+675.6% | $13,400+499.7% |