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 | $300,547 | $89,370+236.3% | $141,197+112.9% | $72,976+311.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.71% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $10,485 | $3,115+236.6% | $4,736+121.4% | $2,440+329.7% |
| Participant deferral / active EE | $5,813 | $5,419+7.3% | $6,710-13.4% | $3,608+61.1% |
| Admin fee / account holder | $7,956 | $5,957+33.6% | $10,265-22.5% | $5,124+55.3% |