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 | $280,309 | $84,236+232.8% | $170,435+64.5% | $70,126+299.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.98% | 23.06%+0.9pp | 205.94%-182.0pp | 73.15%-49.2pp |
| Employer contribution / active EE | $6,113 | $3,387+80.5% | $5,432+12.5% | $2,343+161.0% |
| Participant deferral / active EE | $4,600 | $3,086+49.1% | $4,939-6.9% | $3,332+38.1% |
| Admin fee / account holder | $14,414 | $5,698+153.0% | $13,881+3.8% | $4,645+210.3% |