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 | $266,077 | $77,638+242.7% | $156,551+70.0% | $62,881+323.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.35% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $9,445 | $3,444+174.3% | $5,501+71.7% | $2,281+314.1% |
| Participant deferral / active EE | $6,515 | $3,046+113.9% | $4,871+33.8% | $3,203+103.4% |
| Admin fee / account holder | $4,622 | $5,561-16.9% | $13,028-64.5% | $4,296+7.6% |