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 | $364,571 | $158,393+130.2% | $143,412+154.2% | $155,188+134.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 13.42% | 324.22%-310.8pp | 256.99%-243.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $20,188 | $3,911+416.1% | $3,748+438.6% | $4,248+375.2% |
| Participant deferral / active EE | $12,073 | $7,193+67.8% | $6,816+77.1% | $6,531+84.8% |
| Admin fee / account holder | $102,166 | $12,964+688.1% | $11,396+796.5% | $14,480+605.6% |