Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $256,693 | $91,559+180.4% | $133,978+91.6% | $79,856+221.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.10%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $8,539 | $2,384+258.2% | $3,919+117.9% | $2,471+245.5% |
| Participant deferral / active EE | $11,102 | $3,734+197.3% | $5,047+120.0% | $3,741+196.8% |
| Admin fee / account holder | $11,528 | $6,321+82.4% | $8,930+29.1% | $5,306+117.3% |