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 | $303,884 | $212,386+43.1% | $199,883+52.0% | $138,895+118.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.68% | 47.75%-30.1pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,331 | $6,625+25.8% | $6,261+33.1% | $4,194+98.6% |
| Participant deferral / active EE | $10,334 | $9,617+7.4% | $9,138+13.1% | $6,396+61.6% |
| Admin fee / account holder | $128,330 | $18,233+603.8% | $17,268+643.2% | $12,562+921.6% |