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 | $362,439 | $160,040+126.5% | $147,096+146.4% | $145,877+148.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.02% | 98.49%-80.5pp | 419.75%-401.7pp | 551.28%-533.3pp |
| Employer contribution / active EE | $12,522 | $5,289+136.7% | $4,936+153.7% | $4,663+168.6% |
| Participant deferral / active EE | $9,313 | $8,429+10.5% | $8,071+15.4% | $6,691+39.2% |
| Admin fee / account holder | $6,268 | $15,050-58.4% | $13,005-51.8% | $13,402-53.2% |