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 | $351,280 | $91,179+285.3% | $178,499+96.8% | $79,852+339.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $6,308 | $3,256+93.8% | $5,011+25.9% | $2,471+155.3% |
| Participant deferral / active EE | $5,104 | $3,236+57.7% | $5,202-1.9% | $3,740+36.5% |
| Admin fee / account holder | $29,869 | $6,749+342.6% | $13,986+113.6% | $5,306+462.9% |