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 | $327,212 | $89,370+266.1% | $141,197+131.7% | $72,976+348.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.45% | 111.88%-90.4pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $9,924 | $3,115+218.6% | $4,736+109.5% | $2,440+306.7% |
| Participant deferral / active EE | $10,657 | $5,419+96.7% | $6,710+58.8% | $3,608+195.4% |
| Admin fee / account holder | $3,179 | $5,957-46.6% | $10,265-69.0% | $5,124-38.0% |