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 | $335,892 | $197,637+70.0% | $177,848+88.9% | $158,982+111.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.14% | 58.77%-43.6pp | 48.33%-33.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $15,886 | $6,698+137.2% | $5,919+168.4% | $4,763+233.5% |
| Participant deferral / active EE | $16,505 | $8,405+96.4% | $7,714+114.0% | $5,983+175.8% |
| Admin fee / account holder | $5,264 | $15,406-65.8% | $12,431-57.7% | $11,252-53.2% |