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 | $354,793 | $165,399+114.5% | $149,745+136.9% | $158,982+123.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.35% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $8,618 | $5,105+68.8% | $4,646+85.5% | $4,763+80.9% |
| Participant deferral / active EE | $10,860 | $7,183+51.2% | $6,843+58.7% | $5,983+81.5% |
| Admin fee / account holder | $720 | $10,811-93.3% | $9,312-92.3% | $11,252-93.6% |