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 | $395,464 | $201,344+96.4% | $184,243+114.6% | $145,877+171.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $10,862 | $7,022+54.7% | $6,427+69.0% | $4,663+132.9% |
| Participant deferral / active EE | $22,277 | $9,807+127.2% | $9,132+143.9% | $6,691+233.0% |
| Admin fee / account holder | $13,874 | $16,382-15.3% | $13,914-0.3% | $13,402+3.5% |