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 | $354,110 | $165,399+114.1% | $149,745+136.5% | $158,982+122.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.18% | 348.34%-331.2pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $13,644 | $5,105+167.3% | $4,646+193.7% | $4,763+186.5% |
| Participant deferral / active EE | $15,813 | $7,183+120.1% | $6,843+131.1% | $5,983+164.3% |
| Admin fee / account holder | $1,989 | $10,811-81.6% | $9,312-78.6% | $11,252-82.3% |