Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $351,549 | $156,398+124.8% | $147,318+138.6% | $138,895+153.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.72% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $15,862 | $4,853+226.8% | $4,593+245.4% | $4,194+278.2% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $24,204 | $14,976+61.6% | $13,708+76.6% | $12,562+92.7% |