Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $406,037 | $201,344+101.7% | $184,243+120.4% | $145,877+178.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $5,480 | $7,022-22.0% | $6,427-14.7% | $4,663+17.5% |
| Participant deferral / active EE | $13,399 | $9,807+36.6% | $9,132+46.7% | $6,691+100.3% |
| Admin fee / account holder | $11,985 | $16,382-26.8% | $13,914-13.9% | $13,402-10.6% |