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 | $340,675 | $172,111+97.9% | $150,298+126.7% | $137,256+148.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.71% | 69.37%-38.7pp | 62.79%-32.1pp | 220.34%-189.6pp |
| Employer contribution / active EE | $11,626 | $4,636+150.8% | $4,154+179.9% | $4,156+179.7% |
| Participant deferral / active EE | $6,114 | $6,166-0.8% | $5,453+12.1% | $6,407-4.6% |
| Admin fee / account holder | $81,011 | $16,471+391.8% | $14,116+473.9% | $12,270+560.2% |