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 | $299,743 | $197,637+51.7% | $177,848+68.5% | $158,982+88.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 60.11% | 58.77%+1.3pp | 48.33%+11.8pp | 302.99%-242.9pp |
| Employer contribution / active EE | $28,023 | $6,698+318.4% | $5,919+373.5% | $4,763+488.4% |
| Participant deferral / active EE | $21,708 | $8,405+158.3% | $7,714+181.4% | $5,983+262.8% |
| Admin fee / account holder | $29,354 | $15,406+90.5% | $12,431+136.1% | $11,252+160.9% |