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 | $339,394 | $98,760+243.7% | $149,710+126.7% | $79,860+325.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.63%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $9,878 | $3,217+207.1% | $4,645+112.7% | $2,471+299.8% |
| Participant deferral / active EE | $5,601 | $5,681-1.4% | $6,842-18.1% | $3,740+49.7% |
| Admin fee / account holder | $4,625 | $6,053-23.6% | $9,309-50.3% | $5,306-12.8% |