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 | $342,037 | $78,682+334.7% | $109,188+213.3% | $85,851+298.4% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 14.72% | 25.09%-10.4pp | 25.76%-11.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $16,100 | $2,734+488.9% | $3,723+332.4% | $2,565+527.6% |
| Participant deferral / active EE | $4,356 | $3,468+25.6% | $4,654-6.4% | $3,952+10.2% |
| Admin fee / account holder | $42,319 | $5,470+673.7% | $6,755+526.5% | $6,261+575.9% |