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 | $316,651 | $85,171+271.8% | $172,753+83.3% | $72,976+333.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.27% | 27.32%-5.1pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $5,581 | $3,324+67.9% | $5,144+8.5% | $2,440+128.7% |
| Participant deferral / active EE | $7,273 | $3,260+123.1% | $5,198+39.9% | $3,608+101.6% |
| Admin fee / account holder | $17,271 | $5,880+193.7% | $13,956+23.8% | $5,124+237.0% |